Financial Consultant - Orland Park, IL
Fidelity(2 months ago)
About this role
A Financial Consultant at Fidelity works in Investor Centers serving an existing client base and institutional feeders, providing personalized financial planning and guidance. The role is supported by Fidelity’s open-architecture product platform, extensive training, and benefits that promote professional growth and long-term client relationships.
Required Skills
- Relationship Building
- Client Advisory
- Financial Planning
- Investment Knowledge
- Communication
- Sales
- Compliance
- Retirement Planning
- Coaching
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- State Registrations
- Degree (Preferred)
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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