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Financial Consultant - Orland Park, IL

Fidelity Investments

Orland Park, ILMid$60k – $75k/yr
Sign in to applyVerified 1h ago
Location
Orland Park, IL
Work model
On-Site
Level
Mid
Salary
$60k – $75k/yr
Posted
Aug 3, 2026

About this role

Job Description

Financial Consultant     If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and   support   thus enabling long-term success for you and our clients.     The Purpose of Your Role   Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.     The Expertise   We’re   Looking For   Previous   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   Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility   Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one     The Skills You Bring   Ability to thoughtfully introduce your clients to different investment strategies and bring together   additional   client assets while engaging in positive, client-centered discussions   Being coachable, collaborative, and curious are your "go to" attributes   Committed to delivering an outstanding customer experience with a passion for seeing others thrive   Motivated by results and finding solutions, you take initiative and exceed customer expectations   Extensive knowledge of investment solutions     Note: Fidelity is not providing immigration sponsorship for this position     Our Investments in You   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. And 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!     The Value You Deliver   Your integrity, insights, interpersonal skills, and meticulous planning   allows   you to mentor and support your customers as they look to reach their retirement goals   Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future   Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills   You have a steadfast commitment to your clients while making a positive impact in the community     Fidelity’s 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. 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.

Listing verified 1h ago. Applications go through the company's official careers site.

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Financial Consultant - Orland Park, IL at Fidelity Investments, Orland Park, IL | Yoinka