Investment Consultant - Madison, WI
On-siteMiddleton, Wisconsin, United States
Job Summary
Develop customized financial plans for existing clients and warm leads using Fidelity's planning tools and guidance resources. Engage directly with clients to help them make investment decisions, presenting and implementing solutions that align with their needs and financial complexity. Leverage technology to prepare for and conduct efficient one-on-one appointments while growing relationships through proactive outreach and referring clients to wealth management partners based on their objectives. Requires FINRA Series 7 & 66 licensure, appropriate state registrations, and a comprehensive understanding of various investment solutions. Full-time onsite working model with a stable base salary and competitive total rewards package.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Comprehensive understanding of various investment solutions
- ability to educate customers on the values and differences of each investment solution
- Interpersonal skills and ability to grow relationships
- Outstanding communication and consultative skills
- thrives in a fast-paced work environment
- 100% onsite presence
- ability to acquire Series 66 upon hire
Desired Qualifications
- A degree
- equivalent experience
- other professional certifications
- ability to obtain a CFP
- ability to obtain a degree
- ability to obtain equivalent credential
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