LOCATION: Illinois JOBS - Fidelity Investments

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Vice President, Digital Strategy Consultant-Chicago, Illinois Chicago, IL

The Expertise We’re Looking For BS/BA degree required Series 7 & 63 required (pass within 90 days) 10+ years RIA or related industry experience Must have solid understanding of a variety of aspects of the wealth management industry, competitive landscape, and strong familiarity with Fintech solutions Experience working with Advisors, especially developing strategy and designing and implementing soRead More

Regional Investment Consultant (Internal Wholesaler) - RELOCATION PROVIDED to Rhode Island OR Dallas Chicago, IL

Are you a passionate and self-motivated person who would thrive in a collaborative competitive environment? If so, come build your career with us! The Fidelity Institutional Asset Management (FIAM) Sales Desk is a collaborative, competitive, fast paced and exciting environment. In this role you will get an extensive, paid training program that will expose you to the various facets of the financiaRead More

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

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 - 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

VP, H&W Business Development Chicago, IL

At Fidelity, our Benefits Consulting organization is reinventing the consulting experience for our clients by constructing teams based upon the skills individual consultants possess, rather than the practice within which they report. As we are looking to grow our Health and Welfare practice, you will have an opportunity to play an integral part helping to achieve strategic goals. The Expertise WeRead More

Western Regional Wholesaler - Bank Trust Market Chicago, IL

Fidelity Institutional Asset Management (FIAM) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic Read More

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