Job summary
Job post source
This job is directly from Fidelity Investments
Job overview
The Financial Consultant role at Fidelity Investments involves deepening client relationships and creating complex financial plans to support clients' retirement goals.
Responsibilities and impact
The consultant will engage face-to-face with clients, provide personalized financial guidance, recommend investment solutions, and nurture existing client relationships to extend Fidelity's brand reach.
Compensation and benefits
The position offers a base salary range of $55,000 to $75,000, with potential bonuses and variable compensation, plus comprehensive benefits including health care, retirement plans, paid time off, parental leave, charitable giving match, and educational assistance.
Experience and skills
Candidates must have FINRA Series 7 & 63 licenses and Series 65 or 66 or the ability to obtain them, experience in building client relationships, knowledge of investment solutions, and strong interpersonal skills; a degree or CFP certification is preferred but not required.
Career development
Fidelity provides extensive training and tuition reimbursement programs to support professional growth and certification attainment.
Work environment and culture
Fidelity values integrity, collaboration, and client-centered service, offering a hybrid work model blending onsite and remote work to support work-life balance.
Company information
Fidelity Investments is a stable industry leader providing investment and retirement solutions with a strong client base and institutional support.
Team overview
The role is based in an Investor Center team focused on client engagement and financial planning.
Job location and travel
The position is located in North LaSalle, IL, with a hybrid work model requiring onsite presence every other week.
Application process
Applications close when the position is filled; candidates should be aware of regulatory restrictions related to criminal histories.
Unique job features
The role offers a unique business model with an existing client base and institutional feeders, plus comprehensive training and support to ensure success.
Company overview
Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing services. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers in the world, with a diverse range of mutual funds and financial products. Fidelity generates revenue through management fees, brokerage commissions, and advisory services. The firm is known for its innovative technology solutions and commitment to customer service, making it a leader in the financial industry.
How to land this job
Tailor your resume to emphasize your experience in building and nurturing client relationships, highlighting your success in uncovering client needs and recommending tailored financial solutions, as Fidelity values deepening client relationships over sourcing new ones.
Highlight your FINRA Series 7 and 63 licenses prominently, and if you have Series 65 or 66, include those or express your willingness to acquire them, as these certifications are essential for the role.
Apply through multiple channels including Fidelity Investments’ official careers page and LinkedIn to maximize your application visibility and ensure you don't miss any openings for this position.
Connect with current Financial Consultants or team members in Fidelity’s North LaSalle or related Investor Center divisions on LinkedIn; start conversations by complimenting their recent posts about client success stories or asking about the day-to-day culture and growth opportunities within the team.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client relationships,' 'financial planning,' 'investment strategies,' 'Series 7,' 'Series 63,' 'Series 65/66,' 'retirement planning,' and 'customer experience' to improve your chances of passing automated screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored resume customization, multi-channel applications, and LinkedIn networking, freeing up your time to focus on preparing for interviews and enhancing your financial consulting skills.
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