Client-Focused Investment Advisor & Planner

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

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments Inc. seeks a financial planning professional to work in our Investor Center. You will develop customized financial plans using Fidelity’s planning tools and serve existing clients and warm leads to provide investment solutions and grow relationships with a local advisor.

Applicants should hold FINRA Series 7 & 66 or be able to obtain Series 66, and bring strong communication and consultative skills to a fast-paced environment with a focus on client outcomes.

Qualifications

• FINRA Series 7 & 66 licensed or able to acquire Series 66 upon hire.
• Ability to leverage Fidelity guidance tools for planning discussions and solutions.
• Use technology to prep for and conduct efficient one-on-one appointments.

Responsibilities

• Develop customized financial plans for existing clients and warm leads.
• Present and implement investment solutions to fit client needs.
• Grow relationships through proactive outreach with local advisor support.

Skills

FINRA Series 7 & 66

Independent client guidance

One-on-one appointments

Wealth management referrals

CFP pursuit/tuition support

Education

Bachelor's degree or equivalent

Tools

Fidelity planning tools

Job description

Fidelity Investments Inc. seeks a financial planning professional to work in our Investor Center. You will develop customized financial plans using Fidelity’s planning tools and serve existing clients and warm leads to provide investment solutions and grow relationships with a local advisor.

Applicants should hold FINRA Series 7 & 66 or be able to obtain Series 66, and bring strong communication and consultative skills to a fast-paced environment with a focus on client outcomes.