Financial Consultant- Milwaukee, WI

Join Fidelity as a Financial Consultant in our Milwaukee Investor Center. You will provide personalized financial planning and mentorship to clients, leveraging an existing client base and institutional support. This role offers professional growth, flexibility, and a collaborative environment focused on client success.

• Engage face-to-face with clients
• Provide personalized financial planning and mentorship
• Nurture relationships with an existing client base
• Recommend solutions based on client needs
• FINRA Series 7 & 66 licensed or ability to acquire
• Introduce clients to investment strategies

• No visa sponsorship is available.