Job Description:
This role requires you to live in the Greater Chicago, IL area, as you will be on the local client campus 4-5 days a week. You are a treasure of investment knowledge in a people-oriented package. Friends admire your natural ability to connect to an audience of hundreds as well as 1:1. You enjoy sharing, consulting and helping others achieve proverbial retirement gold.
The Expertise We re Looking For
- Bachelor s degree highly preferred but not required
- Five years minimum financial services experience
- Series 7, 63, 65 & Insurance licenses required
The Purpose of Your Role
As member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You will also serve as the liaison between the client and internal business partners to ensure Fidelity s overall ongoing success.
The Skills You Bring
- You are a consultative professional who is proficient in retirement guidance
- You have a strong public speaking and public relations acumen
- You have the ability and desire to develop broader and deeper business relationships
- You bring institutional and retail product knowledge, and you re excited about continued professional training and development
- You re intrinsically motivated to succeed and excel in client-oriented engagements
The Value You Deliver
- Leading high-quality face-to-face meetings for retirement plan participants, including enrollment, transition, general education and more advanced investments
- Providing investment direction by using guidance tools to match needs with suitable solutions
- Acquiring, retaining and developing the customer relationship
- Coordinating professional regional workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
- Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the client s broad range of investment needs
How Your Work Impacts the Organization
The Personal Investing (PI) business unit provides retail brokerage, mutual funds, managed accounts, annuities and other financial products and services to millions of individual investors. PI includes Fidelity s life insurance and annuities business, including workplace savings for tax-exempt organizations. As a Dedicated Retirement Planner within PI, you help develop and maintain assets with public sector companies in a particular region. Your work contributes to the success of a company known for customer satisfaction in the financial services industry.
Certifications:Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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, contact the HR Accommodation Team by sending an email to .