Financial Consultant - Naperville, IL

Fidelity(28 days ago)

HybridFull TimeMedior$60,000 - $75,000Sales

About this role

A Financial Consultant at Fidelity works in an Investor Center to provide personalized financial guidance and planning to an existing client base, leveraging the firm’s open-architecture platform and resources. The role emphasizes deepening client relationships and supporting clients’ retirement and investment needs while benefiting from Fidelity’s training and total rewards.

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Required Skills

Relationship Building
Financial Planning
Investment Advice
Client Engagement
Retirement Planning
Regulatory Compliance
Sales
Communication

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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