Investment Consultant, Mequon, WI

Company: Fidelity Investments
Location: Mequon
Posted on: March 19, 2023

Job Description:

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.The Expertise We re Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 65 and/or 66 and state registrations required within 3 months of hire
• A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleYou will develop financial plans customized to the needs of Fidelity s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.The Skills You Bring
  • In a team-based, sales environment you take initiative and exceed expectations.
  • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
  • Incomparable consultative selling and organizational skillsThe Value You Deliver
    • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
    • With our open architecture, you offer a wide broad range of financial products and services
    • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Milwaukee , Investment Consultant, Mequon, WI, Professions , Mequon, Wisconsin