Investment Consultant - North LaSalle, IL

In this Investment Consultant role at Fidelity, you will work in our Investor Center to develop customized financial plans and present investment solutions to existing clients and warm leads, focusing on relationship growth and ongoing client service. You will leverage Fidelity’s guidance tools to conduct one-on-one appointments, plan next steps with clients, and help connect them with wealth management partners as needed. The position requires in-person attendance at the assigned branch location in Chicago, IL, and emphasizes strong client communication, product knowledge across investment solutions, proactive outreach, and building long-term client relationships. Certifications such as FINRA Series 7 and 66 (or ability to acquire Series 66) and state registrations are required or pursued, with CFP or related degrees helpful, and a tuition-reimbursement program offered to support continued education.