LOCATION: Illinois JOBS - Fidelity Investments

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Regional Planning Consultant - Chicago, IL Chicago, IL

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Expertise We’re Looking For Sales experience in the financial service industry Series 7 and 63 required Series 66 and/or 65 required or to be obtained within 6 months of hire Insurance licenses required or to be obtained within 6 months of hire CFP certification preferreRead More

Estate Planning Specialist - Chicago, IL Chicago, IL

The Estate Planning Specialist ( EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity’s Financial Consultants providing estate planning guidance and education to Fidelity’s High Net Worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their estate plaRead More

Financial Consultant Program - Relationship Manager - Highland Park, IL Highland Park, IL

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable and lucrative clients. We know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business anRead More

Financial Consultant Program - Financial Representative - Chicago, IL - Gold Coast Chicago, IL

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and prRead More

Financial Consultant Program - Financial Representative - Naperville, IL Naperville, IL

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and prRead More

Senior Communication Associate Chicago, IL

Are you a creative communication professional that enjoys working in a fast paced environment? Do you enjoy working with clients to uncover needs to offer custom solutions? Do you enjoy working in a collaborative environment? If so, the Senior Associate role within Fidelity Benefits Consulting may be the next step-in your career. The Expertise We’re Looking For BA or BS required; masters a plus 2Read More

Vice President, Relationship Manager Chicago, IL

Are you an experienced client facing professional with a proven ability to build and manage relationships with complex institutional clients? Help us grow our institutional business and strengthen relationships with RIA clients in the Fidelity Clearing & Custody Solutions (FCCS) organization. In FCCS we help our institutional clients thrive by growing their businesses, more effectively meeting cusRead More

VP, Model Portfolio Chicago, IL

Act like an Entrepreneur. The Vice President, Model Portfolios will represent the Fidelity model product line to FIAM (Fidelity Institutional Asset Management) clients. This individual will be charged with both developing new client relationships and acting as an expert on all issues related to Fidelity’s model offering (where the underlying components are mutual funds and ETFs). The Expertise WeRead More

Financial Consultant Program - Financial Representative - Orland Park, IL Orland Park, IL

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and prRead More

Financial Consultant - Naperville, IL Naperville, IL

With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirRead More

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