Financial Consultant - North LaSalle, IL
Fidelity(15 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients, providing personalized financial planning and investment guidance. The role focuses on building long-term relationships, leveraging an open architecture product platform, and supporting clients' retirement and investment goals.
Required Skills
- Financial Planning
- Investment Strategies
- Relationship Building
- Retirement Plans
- Client Service
- Financial Products
- Customer Engagement
- Communication
- Sales
- Financial Analysis
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity 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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