Financial Planning Advisor — Client Growth & Solutions

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

Job summary

Fidelity Investments Inc. in Wisconsin is seeking a client-focused professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized financial planning, and help expand Fidelity's brand through trusted relationships.

The role offers a supported platform with an existing client base and resources to help you grow professionally. Licenses required: FINRA Series 7 and 66, or ability to acquire Series 66 on hire; CFP is a plus.

Qualifications

• Proven success in building relationships and uncovering needs.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to present complex investment solutions to knowledgeable clients.
• Degree or equivalent experience; CFP is a helpful credential via Tuition Reimbursement.

Responsibilities

• Engage face-to-face with clients in the Investor Center to provide mentorship and planning.
• Expand Fidelity's brand through trusted relationships and service excellence.
• Present investment solutions and strategies to clients and guide asset growth.

Skills

Relationship building

FINRA Series 7

FINRA Series 66

Investment knowledge

Education

University degree or equivalent experience

CFP certification helpful

Job description

Fidelity Investments Inc. in Wisconsin is seeking a client-focused professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized financial planning, and help expand Fidelity's brand through trusted relationships.

The role offers a supported platform with an existing client base and resources to help you grow professionally. Licenses required: FINRA Series 7 and 66, or ability to acquire Series 66 on hire; CFP is a plus.