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Financial Consultant - Gold Coast, IL

Fidelity Investments · Chicago, IL · $60,000–$75,000 a year · Full time

Posted Jul 20, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you uncovered a client need they hadn't mentioned and made a recommendation.

What they are checking: Discovery skills and whether recommendations come from real needs rather than products to sell.

Tell me about a time you lost a client or a sale. What did you learn?

What they are checking: Self-awareness and resilience in a role with measurable results.

How do you stay compliant while personalizing advice for each client?

What they are checking: Balancing regulatory requirements with a tailored, relationship-driven approach.

What would you do

Walk me through your first meeting with a new client you've inherited from the existing book.

What they are checking: How they build trust and uncover needs with clients who didn't choose them.

How do you bring in assets that a client holds at other firms without being pushy?

What they are checking: Consolidation skills built on value and trust, central to growth in this role.

A client wants to put a large share of their savings into a single hot stock. What do you say?

What they are checking: Ability to guide clients toward sound risk management while respecting their autonomy.

About the work

How would you present a complex strategy, like a Roth conversion, to a well-informed client?

What they are checking: Technical depth and credibility with a knowledgeable client base, as the posting describes.

What's your status on the Series 7 and 66, and the CFP?

What they are checking: Licensing readiness and commitment to professional growth through credentials.

How do you decide which clients to focus on when your book is large?

What they are checking: Practice management and segmentation skills for a high-volume relationship role.

How would you explain an open architecture platform to a client comparing firms?

What they are checking: Understanding of the platform's value and how to position it honestly.

Practice this interview out loud.

Offer builds a real interview for this exact role at Fidelity Investments from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

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The full job description

As published by Fidelity Investments.

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise and Skills You Bring • Proven success in building relationships, uncovering needs, and recommending solutions • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions • Coachable, collaborative, and curious are key attributes • Committed to delivering an outstanding customer experience with a passion for seeing others thrive • Motivated by results and finding solutions, takes initiative and exceeds customer expectations • Extensive knowledge of investment solutions The Team Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our   benefit programs   are designed to help you and your family strike the right balance.   We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills • You have a steadfast commitment to your clients while making a positive impact in the community Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

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