Wealth Planner & Client Growth Specialist

Fidelity Investments Inc.; Town of Middleton (WI); On-site; USD 65,000 - 115,000; Full time

Job summary

Fidelity Investments seeks a Client Advisor to engage with clients in person, offering personalized financial planning and investment guidance. You will leverage an established client base and an open architecture platform to deliver solutions and grow assets under management.

The role emphasizes relationship building, advisory skills, and ongoing professional development. Onsite work model with comprehensive training and support to help you succeed.

Qualifications

• Proven ability to build and expand client relationships.
• Strong knowledge of investment products and strategies.
• FINRA Series 7 & 66 licensed or ability to acquire on hire.
• CFP designation or pursuit encouraged with company support.

Responsibilities

• Engage face-to-face with clients to understand needs and provide tailored planning.
• Present investment solutions and guidance to a knowledgeable client base.
• Build rapport and credibility while expanding client assets.

Skills

Relationship building

Financial planning

Client advisory

Series 7/66

CFP option

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments seeks a Client Advisor to engage with clients in person, offering personalized financial planning and investment guidance. You will leverage an established client base and an open architecture platform to deliver solutions and grow assets under management.

The role emphasizes relationship building, advisory skills, and ongoing professional development. Onsite work model with comprehensive training and support to help you succeed.