Client-Focused Financial Advisor & Planner

Fidelity Investments; Town of Middleton (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Middleton, WI is seeking an advisor to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning. You will expand the reach of Fidelity's brand while leveraging an existing client base and institutional feeders.

The role emphasizes building relationships, presenting investment solutions, and maintaining FINRA licenses (Series 7 & 66 or ability to obtain).

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire upon hire.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or related credentials helpful; tuition reimbursement may assist.
• Client-focused discussions to bring additional assets and strategies.

Responsibilities

• Engage face-to-face with clients for mentorship and personalized planning.
• Expand Fidelity's client base and leverage existing relationships.
• Present investment solutions and strategies to clients to grow assets.
• Maintain licensing and adhere to regulatory requirements.

Skills

Relationship-building

Client needs analysis

Sales skills

Communication

Interpersonal skills

Self-motivated

Industry knowledge

Coachable

Education

Bachelor's degree or equivalent experience

CFP certification helpful

FINRA Series 7 & 66 licensing (or ability to acquire)

Job description

Fidelity Investments in Middleton, WI is seeking an advisor to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning. You will expand the reach of Fidelity's brand while leveraging an existing client base and institutional feeders.

The role emphasizes building relationships, presenting investment solutions, and maintaining FINRA licenses (Series 7 & 66 or ability to obtain).