Investment Consultant - Highland Park, IL
$59k/y-$74k/y
Fidelity Investments3 days ago
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OnsiteFull-timeEntry
Summary
Fidelity Investments is seeking an Investment Consultant to join their team in Highland Park, IL. The role involves developing customized financial plans and providing investment solutions to clients.
About the Role
As an Investment Consultant, you will work in the Investor Center to engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships. You will utilize Fidelity's planning tools to develop financial plans and present solutions that meet client needs. The role requires proactive outreach to understand clients' goals and objectives, and you will refer them to wealth management partners as necessary.
About You
Required:
- FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
- Comprehensive understanding of various investment solutions.
Preferred:
- Degree and/or professional certifications such as CFP.
- Outstanding communication and consultative skills.
Benefits
- Competitive total rewards package including a stable base salary.
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plan and generous paid time off.
- Educational assistance including student loan repayment and tuition reimbursement.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Highland Park, IL