Financial Consultant - Naperville, IL

Soteria Reinsurance Ltd.; Naperville (IL); On-site; USD 60,000 - 75,000; Full time

Job summary

Fidelity Investments in Naperville, IL, seeks a client-centered financial professional to mentor clients in face-to-face meetings, provide personalized planning, and expand the firm’s reach using an open architecture product platform. You will work with an established client base and receive top resources to support growth.

With FINRA Series 7 and 66 licenses (or the ability to acquire Series 66) and a focus on delivering exceptional service, you will help clients navigate investment strategies

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base.

Responsibilities

• Mentor clients face-to-face with personalized financial planning.
• Expand reach of Fidelity's brand with an existing client base.
• Collaborate to deliver outstanding customer experience and drive results.

Skills

Relationship building

Needs discovery

Presenting complex solutions

Coachable

Customer experience

Results oriented

Education

Degree or equivalent experience

CFP helpful

Tools

FINRA Series 7

FINRA Series 66

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions


• FINRA Series 7 & 66 licensed and hold 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; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one


• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions


• Coachable, collaborative, and curious are key attributes


• Committed to delivering an outstanding customer experience with a passion for seeing others thrive


• Motivated by results and finding solutions, takes initiative and exceeds customer expectations


• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Compensation

The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Benefits

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.

• comprehensive health care coverage and emotional well-being support


• market-leading retirement


• generous paid time off and parental leave


• charitable giving employee match program


• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Additional Information

Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications

Series 07 - FINRA, Series 66 - FINRA Category: Sales

About Fidelity

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Information & Contact

For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2. For roles based in Ireland: Contact [e-mail]. For roles based in Germany: Contact [e-mail]. Fidelity Privacy Policy