MONETARY STRATEGY AND PLANNING CONSULTANT
Company: CFA Institute
Location: Chicago
Posted on: October 22, 2024
Job Description:
Job Description: Financial Consultant
Check all associated application documentation thoroughly before
clicking on the apply button at the bottom of this description.
If you no longer want to spend your time on sourcing new clients
and would rather have the time to deepen relationships and create
complex financial plans, then join a team that is a stable industry
leader. Fidelity provides a business model with an existing client
base and institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients.The Purpose of Your RoleWorking in our Investor Center, you
will engage face-to-face with your customers, offering guidance and
personalized planning, while helping extend the reach of the firm's
brand. We fully support you with an open architecture product
platform and top resources in the financial industry, while you
nurture relationships with an existing client base.The Expertise
We're Looking For
- Previous success in building relationships, uncovering needs
and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and
appropriate state registrations OR ability to acquire series 65/66
upon hire
- Keen ability to present complex solutions to a knowledgeable
client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if
you do not already have a CFP or degree, our Tuition Reimbursement
program can help you obtain oneThe Skills You Bring
- Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your go to
attributes
- Committed to delivering an outstanding customer experience with
a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative
and exceed customer expectations
- Extensive knowledge of investment solutionsOur Investments in
YouFidelity's greatest advantage is our people, and we believe it
is important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our benefit programs are designed to
help you and your family strike the right balance. We offer
training in-branch, regionally, nationally, and virtually to help
you with all aspects of your business. You will not fail due to a
lack of training or onboarding!The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
- Supporting our clients by providing comprehensive investment
solutions and retirement plans to meet their needs both now and for
their future
- Effectively engage clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
- You have a steadfast commitment to your clients while making a
positive impact in the communityCertifications: Series 07 - FINRA,
Series 63 - FINRA, Series 66 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a
recognition, we have been recognized by our employees as a top 10
Best Place to Work in 2024. And you don't need a finance background
to succeed at Fidelity - we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, we value honesty, integrity, and the safety of our
associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary
credit check during the screening process. Candidates who are
presented with a Fidelity offer will need to go through a
background investigation and may be asked to provide additional
documentation as requested. This investigation includes but is not
limited to a criminal, civil litigations and regulatory review,
employment, education, and credit review (role dependent). These
investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.We invite you to Find Your
Fidelity.Fidelity Investments is an equal opportunity employer. We
believe that the most effective way to attract, develop and retain
a diverse workforce is to build an enduring culture of inclusion
and belonging. Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Accommodation Team.We welcome those with experience
in jobs such as Controller, Accounting Assistant, and Retail Sales
Representative and others in the Accounting and Finance to
apply.
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Keywords: CFA Institute, Gary , MONETARY STRATEGY AND PLANNING CONSULTANT, Professions , Chicago, Indiana
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