Financial Consultant - Milwaukee, WI

Fidelity Investments•Brookfield, WI

19h•Onsite

About The Position

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, taking initiative and exceeding customer expectations
Extensive knowledge of investment solutions
Integrity, insights, interpersonal skills, and meticulous planning

Nice To Haves

Degree and/or other professional certifications
CFP or degree

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand
Nurture relationships with an existing client base
Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Deliver an outstanding customer experience with a passion for seeing others thrive
Take initiative and exceed customer expectations by finding solutions
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet client needs both now and for their future
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Make a positive impact in the community