Financial Consultant - Gold Coast, IL
$60,000–$75,000 year
On-siteChicago, Illinois, United States
Job Summary
Engage face-to-face with customers in the Investor Center, offering personalized financial planning guidance and extending the firm's brand reach. Nurture relationships with an existing client base by uncovering needs, recommending complex investment solutions, and bringing together additional assets through positive, client-centered discussions. Deliver comprehensive retirement plans that support clients in reaching their goals now and in the future. This role requires FINRA Series 7 & 66 licensure or the ability to acquire it, along with a steadfast commitment to client integrity and community impact. Candidates must be coachable, collaborative, and curious, with a passion for seeing others thrive. Fidelity provides an open architecture platform, extensive training resources, and tuition reimbursement to support professional growth.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Previous success in building relationships
- uncovering needs
- recommending solutions
- Keen ability to present complex solutions to a knowledgeable client base
- building rapport and credibility
- Ability to thoughtfully introduce your clients to different investment strategies
- bring together additional client assets
- engaging in positive, client-centered discussions
- Being coachable
- collaborative
- curious
- Committed to delivering an outstanding customer experience
- passion for seeing others thrive
- Motivated by results and finding solutions
- take initiative
- exceed customer expectations
- Extensive knowledge of investment solutions
- steadfast commitment to your clients
- making a positive impact in the community
- reflecting your interpersonal communication
- relationship building skills
Desired Qualifications
- Degree
- other professional certifications
- CFP
- degree
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