Financial Planning Advisor - Middleton, WI, United States - Fidelity Investments

Description

Fidelity Investments' Racial Equity & Diversity Pledge
"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform.

We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility
if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

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.

You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community.

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.

While you form relationships here, you will also be building your career
Certified Financial Planner (CFP) - Issuing Authority, Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA
Fidelity 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.

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.

Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested.

This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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.

We welcome those with experience in jobs such as Accounting Manager, Financial Analyst, and Payroll Specialist and others in the Accounting and Finance to apply.