Client-Focused Investment Planner

Fidelity Investments Inc.; Goerke's Corners (WI); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Tuition reimbursement

Training program—in-branch/regionally/

Career growth opportunities

Job summary

Fidelity Investments Inc. seeks a client-focused financial professional to develop customized financial plans using Fidelity tools and to engage with existing clients and warm leads. You will guide investment decisions, present solutions, and grow relationships with a dedicated local advisor.

The role emphasizes strong communication, proactive outreach, and the ability to educate clients on investment options while supporting long-term financial outcomes.

Qualifications

• FINRA Series 7 and 66 licenses (or eligibility to acquire Series 66).
• Ability to leverage Fidelity planning tools in client discussions.
• Strong interpersonal and consultative communication with clients.

Responsibilities

• Develop customized financial plans using Fidelity planning tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Collaborate with local advisors to guide client financial decisions.

Skills

FINRA Series 7

FINRA Series 66

State registrations

Financial planning guidance

Client relationship building

Communication skills

Education

FINRA licenses or CFP/certification beneficial

Tools

Fidelity planning tools

Job description

Fidelity Investments Inc. seeks a client-focused financial professional to develop customized financial plans using Fidelity tools and to engage with existing clients and warm leads. You will guide investment decisions, present solutions, and grow relationships with a dedicated local advisor.

The role emphasizes strong communication, proactive outreach, and the ability to educate clients on investment options while supporting long-term financial outcomes.