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Investment Consultant

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Fidelity Investments

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Location:
United States , Highland Park

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Category:
Finance

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Contract Type:
Not provided

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Salary:

59000.00 - 74000.00 USD / Year
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Job Description:

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Job Responsibility:

  • Develop customized financial plans through a wide range of products and services
  • Engage with existing clients and warm leads
  • Provide investment solutions and grow relationships with a dedicated local advisor
  • Prepare for and conduct efficient one-on-one appointments
  • Plan for post-appointment follow-up
  • Seek to understand clients’ goals and objectives
  • Refer clients to a wealth management partner based on needs and financial complexity
  • Work directly with clients to help them make investment decisions that are in their best interest

Requirements:

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Effectively utilizing Fidelity’s guidance tools
  • Leveraging technology to prepare for and conduct efficient one-on-one appointments
  • Growing relationships through proactive outreach
  • Degree and/or other professional certifications such as a CFP are helpful
  • Comprehensive understanding of various investment solutions
  • Outstanding communication and consultative skills

Nice to have:

  • CFP certification
  • Degree
What we offer:
  • Tuition Reimbursement program
  • Competitive total rewards package
  • Stable base salary
  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement
  • Generous paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment
  • Tuition reimbursement
  • Learning resources to develop your career

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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