ChicagoRecruiter
the smart solution for Chicago jobs

Financial Planner

Company: Fidelity Investments
Location: Chicago
Posted on: December 9, 2018

Job Description:

We are seeking individuals that are currently on a career break and ready to RESUME a career in financial planning.

Fidelity recognizes the challenges many encounter as they seek to restart their careers and is proud to announce a new program designed for professionals returning to the workforce following a career break. The Fidelity RESUME Program provides structured training with a clear path to becoming a Financial Consultant at fidelity. This program is up to six months long and is a paid, full-time opportunity. It will help you refresh and reactivate your skills for this next phase of your career.

As an Associate Financial Consultant in the RESUME program, you will receive best in class training and skill development that help you reactivate your career.

  • Participate in training and study sessions towards the goal of obtaining your Series 7 and Series 66 licenses
  • Receive coaching and development for a career in financial planning
  • Engage with managers and leaders of our organization
  • Receive mentorship and have an opportunity to connect with members of the Women's Leadership Group and other Employee Resource Groups (ERGs)
  • Work side by side with a team of financial services professionals in an Investor Center, doing real and meaningful work that has a direct impact on our business and customers.The Experience We're Looking For
    • Career break of at least 2 years
    • 5+ years of professional experience prior to career break
    • Previously held Series 7 and/or CFP preferred
    • Bachelor's Degree strongly preferredThe Purpose of Your Role
      Fully supported by the best resources and professionals in the industry, you will prepare to obtain the Series 7 within the first three months of the program, followed by the Series 66. You will also spend time in the next three months learning how to cultivate relationships with an existing client base. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

      The Skills You Bring
      • You are eager to learn about various investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
      • Strong consultative and organizational skills
      • Passion for seeing those in your community thrive
      • Working in a team-based environment, you take initiative and surpass expectationsThe Value You Deliver
        • Effectively engage clients through face to face interactions, reflecting your interpersonal communication and relationship building skills
        • Fresh perspective to share when approaching client engagement, process improvement, etc.
        • Continue to make a positive impact on your community while reactivating your professional skills and experienceHow Your Work Impacts the Organization

          Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Our branch team members are able to provide needs based and comprehensive investment solutions for our customers. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. While you build relationships here, you will also be building your career!

          At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
          Fidelity Investments is an equal opportunity employer.

          Keywords: Fidelity Investments, Chicago , Financial Planner, Accounting, Auditing , Chicago, Illinois

          Click here to apply!

          Didn't find what you're looking for? Search again!

          I'm looking for
          in category
          within


Other Accounting, Auditing Jobs


Become a Lyft Driver - Earn A $700 Sign-on Bonus!
Description: Join Lyft Today - Applications Now Open Earn A 700 Sign-on Bonus, plus Tips. Be Your Own Boss -- Set Your Own Hours -- Drivers Earn Tips What is Lyft Lyft matches drivers with passengers who request (more...)
Company: Lyft
Location: Glendale Heights
Posted on: 12/11/2018

Options Trader
Description: Maverick Trading is seeking motivated and teachable candidates to trade the Equity Options-market on behalf of the firm, using the firm's capital. Becoming a professional trader is a dream job, because (more...)
Company: Maverick Trading
Location: Chicago
Posted on: 12/11/2018

35M Warrant Officer: Human Intelligence Collection Technician
Description: 35M Warrant Officer: Human Intelligence Collection Technician br br Job ID: 1053973 br br Job Views: 12 br br Location: CHICAGO, Illinois, United States br br ZIP Code: 60616 br br (more...)
Company: Army National Guard
Location: Chicago
Posted on: 12/11/2018


Financial Consultant - IT
Description: Description: br br At HCSC, building a talent engine for the future is a key priority because we recognize that as our business evolves to reflect the changing world, we must adapt our workforce to (more...)
Company: Health Care Service Corporation
Location: Chicago
Posted on: 12/11/2018

Assistant Actuary - Life Pricing
Description: Combined Insurance, is seeking an Assistant Actuary to join our fast-paced, high energy, growing company. For nearly 100 years in the insurance industry, our company has been passionate about serving (more...)
Company: Combined Insurance
Location: Chicago
Posted on: 12/11/2018

AAS, Senior Associate - Data IT
Description: Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real (more...)
Company: KPMG
Location: Chicago
Posted on: 12/11/2018

Insurance and Financial Services Agent
Description: We look for people who: Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially rewarding br Have key entrepreneurial (more...)
Company: State Farm
Location: Blue Island
Posted on: 12/11/2018

Personal Financial Advisor
Description: With your extraordinary 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 (more...)
Company: Fidelity Investments
Location: Highland Park
Posted on: 12/11/2018

Staff Accountant
Description: Our client, in the financial service industry, has engaged Brilliant Financial Staffing in the search for a Staff Accountant to join their team permanently after an interim period. The company is located (more...)
Company: Brilliant Financial Staffing
Location: Des Plaines
Posted on: 12/11/2018

Financial Consultant - IT
Description: Description: br br At HCSC, building a talent engine for the future is a key priority because we recognize that as our business evolves to reflect the changing world, we must adapt our workforce to (more...)
Company: HCSC
Location: Chicago
Posted on: 12/11/2018

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Chicago RSS job feeds