Financial Consultant

Fidelity Investments

. Engage face-to-face with clients in an Investor Center .

Posted 11/3/2026full-timeHighland Park • Illinois • United StatesMid-LevelSenior💰 $60,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personalized financial planning and investment strategies, with a strong focus on building client relationships and delivering exceptional customer experiences. Holds necessary FINRA licenses and possesses extensive knowledge of investment solutions.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseInvestment Solutions KnowledgeClient Relationship BuildingCustomer Experience Commitment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesComplex Solution PresentationClient Asset AcquisitionNeeds Assessment

Soft Skills

MentorshipCollaborationInitiativeCuriosityRapport Building

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 66 License

Industry Keywords

Client-Centered DiscussionsOutstanding Customer ExperienceSecurities RegulationsFinancial RegulationsRelationship Management

About the role

Key responsibilities & impact

Engage face-to-face with clients in an Investor Center
Provide mentorship and personalized financial planning
Help expand the reach of Fidelity’s brand
Nurture relationships with an existing client base
Introduce clients to different investment strategies
Bring together additional client assets through positive, client-centered discussions
Present complex financial solutions while building rapport and credibility
Deliver an outstanding customer experience
Find solutions, take initiative, and exceed customer expectations

Requirements

What you’ll need

Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree or equivalent experience and/or other professional certifications are helpful
Extensive knowledge of investment solutions
Ability to introduce clients to different investment strategies and bring together additional client assets
Coachable, collaborative, and curious
Commitment to delivering an outstanding customer experience
Motivated by results and finding solutions; takes initiative and exceeds customer expectations
Fidelity will not provide immigration sponsorship for this position
Criminal history may affect eligibility due to applicable securities and financial regulations

Benefits

Comp & perks

Stable base salary
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources for career development