Investment Consultant - Highland Park, IL
Fidelity(7 days ago)
About this role
An Investment Consultant at Fidelity develops tailored financial plans for existing clients by leveraging a range of products and services. They focus on building strong relationships and providing investment solutions to meet client needs, utilizing guidance tools and maintaining compliance with licensing requirements.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relationship
- Communication
- Salesforce
- Guidance Tools
- Investment Products
- Financial Analysis
- Customer Outreach
- License Compliance
Qualifications
- Series 07 - FINRA
- Series 63 - 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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