Client‑Focused Financial Advisor & Planner

Fidelity Investments Inc.; Goerke's Corners (WI); On-site; USD 80,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. in Wisconsin seeks an Investment Advisor to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand. You will work in our Investor Center with an established client base and strong resources to support your professional growth.

The role emphasizes on-site client interactions, ongoing training, and FINRA licensing requirements. Tuition reimbursement is available for CFP or degree attainment where applicable.

Qualifications

• FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• Strong relationship-building with ability to identify needs and present solutions.
• Experience presenting complex investment solutions to knowledgeable clients.
• CFP or degree is helpful; Tuition Reimbursement may assist in acquiring one.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Help expand Fidelity's brand by leveraging an existing client base and institutional feeders of business.
• Nurture relationships with current clients to introduce additional investment strategies and assets.

Skills

Relationship building

FINRA Series 7

FINRA Series 66

Client presentation

Investment solutions knowledge

CFP or degree helpful

Education

Degree or CFP

CFP certification

Job description

Fidelity Investments Inc. in Wisconsin seeks an Investment Advisor to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand. You will work in our Investor Center with an established client base and strong resources to support your professional growth.

The role emphasizes on-site client interactions, ongoing training, and FINRA licensing requirements. Tuition reimbursement is available for CFP or degree attainment where applicable.