Financial Consultant

Fidelity Investments

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

Posted 11/3/2026full-timeOrland 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 while building strong client relationships. Holds necessary licenses and complies with relevant regulations to deliver exceptional customer experiences.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseInsurance LicenseInvestment Solutions KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesClient Needs AssessmentSolution RecommendationCustomer Experience Delivery

Soft Skills

MentorshipRelationship BuildingCommunicationRapport BuildingProblem Solving

Certifications & Qualifications

FINRA Series 7FINRA Series 66Insurance License

Industry Keywords

Securities LawsInvestment RegulationsRetirement PlanningERISA ComplianceSelf-Regulatory Organizations

About the role

Key responsibilities & impact

Engage face-to-face with clients in an Investor Center
Provide mentorship and personalized financial planning
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
Deliver an outstanding customer experience
Find solutions 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, or ability to acquire Series 66 upon hire
Insurance license required
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
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets
Extensive knowledge of investment solutions
Must comply with applicable securities, investment, retirement, ERISA, state, FINRA, and self-regulatory organization laws and regulations
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Stable base salary
Training in-branch, regionally, nationally, and virtually
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 for career development
Existing client base and institutional feeders of business
Open architecture product platform and top resources in the financial industry