Financial Services Representative

Full-time - Entry Level

Orland Park, IL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Financial Services Representative at Fidelity Investments, you will play a crucial role in engaging with customers face-to-face in our Investor Center. Your primary responsibility will be to offer guidance and personalized financial planning, helping to extend the reach of the firm's brand. This position allows you to focus on deepening relationships with an existing client base rather than sourcing new clients, which is a unique advantage in the financial services industry. Fidelity provides a robust business model with institutional feeders of business, ensuring that you have the support and resources necessary for long-term success. In this role, you will utilize an open architecture product platform and top-tier resources in the financial industry to nurture relationships and provide comprehensive investment solutions. Your expertise in building relationships, uncovering client needs, and recommending tailored solutions will be essential. You will also have the opportunity to present complex financial solutions to a knowledgeable client base, enhancing your rapport and credibility with clients. Fidelity is committed to your professional growth and offers a competitive total rewards package, including a stable base salary and various benefits designed to help you and your family achieve a healthy work-life balance. Training will be provided in-branch, regionally, nationally, and virtually, ensuring that you are well-equipped to succeed in your role. Your integrity, insights, and meticulous planning will allow you to mentor and support clients as they work towards their retirement goals, making a positive impact in their lives and the community.

Responsibilities

• Engage face-to-face with customers in the Investor Center to provide personalized financial planning and guidance.
• Build and nurture relationships with an existing client base, focusing on deepening these connections.
• Present complex financial solutions to clients, ensuring clarity and understanding while building rapport.
• Utilize Fidelity's open architecture product platform to offer comprehensive investment solutions.
• Support clients in reaching their retirement goals through meticulous planning and insights.

Requirements

• Previous success in building relationships and uncovering client needs.
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or ability to acquire upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport.
• Degree and/or professional certifications are helpful; Tuition Reimbursement program available for obtaining a CFP or degree.
• Extensive knowledge of investment solutions.

Nice-to-haves

• Being coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience.
• Motivated by results and finding solutions.

Benefits

• Competitive total rewards package including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program for further education.
• Flexible benefits that support work-life balance.