Top Tech Jobs & Startup Jobs in Chicago, IL

Meet with clients in an Investor Center to provide personalized financial planning and investment solutions, deepen relationships, and support retirement goals using Fidelitys product platform and resources. Deliver client-centered service, recommend strategies, and mentor clients while collaborating with the team and completing training and onboarding.

Work face-to-face in an Investor Center to build and mentor client relationships, deliver personalized financial planning, recommend investment solutions, grow client assets, and represent Fidelity’s brand using firm resources and training.

Manage and deepen relationships with high-net-worth clients, coordinate branch financial consultants, set targeted client appointments, identify planning opportunities, and deliver personalized service while working within compliance requirements.

Work in a Fidelity Investor Center to deliver customized financial plans, use firm planning tools, engage existing clients and warm leads, present investment solutions, grow client relationships, and refer complex needs to wealth management partners. Role requires in-branch attendance.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted client appointments, and cultivating a book of business. Provide personalized financial planning insight, operate within compliance and deadlines, and collaborate with team members to deepen long-term client engagement.

The Crypto Research Associate will focus on conducting investment research in decentralized finance, developing frameworks for token evaluation, and collaborating on product development and thought leadership.

As a Data Consultant, you will manage data quality solutions for benefit programs, lead project delivery, and coordinate with clients and internal teams to ensure successful outcomes.