About this role

Join Fidelity as an Investment Consultant in Middleton, WI, to develop personalized financial plans for existing clients and warm leads. You will leverage Fidelity's planning tools and product knowledge to guide clients in making investment decisions that align with their goals and financial future.

What we are looking for

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Develop customized financial plans using Fidelity's tools and products
Engage with existing clients and warm leads to provide investment solutions
Guide clients in making investment decisions aligned with their goals
Leverage technology for efficient client appointments and follow-up
Grow client relationships through proactive outreach and needs assessment
Must hold FINRA Series 7 & 66 licenses or acquire Series 66 upon hire

Work authorization

No visa sponsorship is available.