Client-Focused Investment Advisor (Onsite)

Fidelity Investments; Town of Brookfield (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments in Wisconsin seeks a client-focused financial professional to develop customized financial plans for existing clients and warm leads, guiding investment decisions with Fidelity’s planning tools and collaborating with a local advisor to grow relationships.

In this on-site role, you will present solutions aligned with client goals, educate on investment options, and coordinate with wealth management partners to meet financial needs.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to use Fidelity’s guidance tools for financial planning discussions.
• Experience presenting investment solutions and counseling clients on choices.

Responsibilities

• Develop customized financial plans for existing clients and warm leads.
• Guide investment decisions using Fidelity planning tools and resources.
• Grow relationships with clients through proactive outreach and local advisor collaboration.

Skills

FINRA licenses

Financial planning

Client relationship building

Communication

Consultative selling

Interpersonal skills

Initiative

Technology in advising

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Wisconsin seeks a client-focused financial professional to develop customized financial plans for existing clients and warm leads, guiding investment decisions with Fidelity’s planning tools and collaborating with a local advisor to grow relationships.

In this on-site role, you will present solutions aligned with client goals, educate on investment options, and coordinate with wealth management partners to meet financial needs.