MadisonRecruiter
the smart solution for Madison jobs

Investment Consultant - Middleton, WI

Company: Fidelity Investments
Location: Madison
Posted on: September 16, 2018

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 hireSeries 65 and/or 66 and state registrations required within 3 months of hireA 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 Role You 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 BringIn 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 eachIncomparable consultative selling and organizational skillsThe Value You DeliverProviding needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assetsWith our open architecture, you offer a wide broad range of financial products and servicesEffectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsHow Your Work Impacts the Organization Working 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!Company Overview At Fidelity, we are focused on 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. For information about working at Fidelity, visit FidelityCareers.com Employer is an equal opportunity employer.

Keywords: Fidelity Investments, Madison, Investment Consultant - Middleton, WI, Professions, Madison, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Professions Jobs


Class A CDL Company Truck Driver (Solo)
Description: NEW increased pay packages, NEW trucks, NEW sign-on incentive APPLY NOW 877-560-7537 Apply today for CDL-A Company Truck Driver jobs with Super Service, the newest member of the J R Schugel family Now (more...)
Company: Super Service
Location: Sheboygan
Posted on: 09/19/2018

Class A OTR Flatbed Owner Operators (Appleton,WI)
Description: With New Waverly, become one of our many Owner Operators grossing over 250,000 per year Solid Stable 100 Owner Operator Owner Operator Benefits ul li Home weekends
Company: New Waverly
Location: Appleton
Posted on: 09/19/2018

Truck Driving Jobs - OTR Drivers $.46-$.50 CPM & $1200 Min. Wkly Pay Guarantee
Description: Truck Driving Jobs - OTR Drivers .46- .50 CPM 1200 Min. Wkly Pay Guarantee NEW Base Pay, Up to 10,000 Sign-On Plus Bonus, Minimum Weekly Pay Guarantee and Much More Apply Online or Call 507-431-4662 (more...)
Company: The Dart Network
Location: Kenosha
Posted on: 09/19/2018


Drivers Class A CDL
Description: DRIVERS -- Allstates Trucking in Mount Pleasant, WI is looking for experienced solo and team
Company: ALLSTATES TRUCKING INC
Location: Racine
Posted on: 09/19/2018

CDL-A Company Driver Truck Drivers
Description: Truck Driving Jobs with Forward Air We are three decades strong with 81 terminals located around the country. We primarily serve the air cargo industry with our head-quarters being in
Company: Forward Air
Location: Janesville
Posted on: 09/19/2018

Lyft Driver (Be Your Own Boss) -
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app.Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be your (more...)
Company: Lyft
Location: Milwaukee
Posted on: 09/19/2018

CDL-A Dedicated Truck Driving Job with $1,150/wk Guaranteed Pay
Description: PROFESSIONAL DRIVERS NEEDED NOW HIRING FOR MOUNTAIRE NC DEDICATED FLEET We have positions available for
Company: Hirschbach Motor Lines
Location: Kenosha
Posted on: 09/19/2018

Dedicated Owner Operators - No Touch, Non-Haz Freight
Description: Now Hiring Owner Operators Give us a call at 877 790-4725 to learn more about our amazing lanes Now Hiring Owner Operators Why Drive With Us : Owner Operator makes 90 Driver referral bonus opportunities (more...)
Company: Awesome Refrigerated Transit of Iowa
Location: Hoffman Estates
Posted on: 09/19/2018

CDL-A Owner Operator Drivers
Description: Now is a great time to for Owner-Operator truck drivers to partner with Marten Marten Transport has always had great freight and earning power for contractors - and now it's better than ever Earn 1.05 (more...)
Company: Marten Transport LTD
Location: Waukesha
Posted on: 09/19/2018

$5,000 Sign on Bonus! Solo Dedicated Ecolab Joliet CDL-A REQUIRED!
Description: Transport America is excited to offer a dedicated opportunity in your area This is a solo route where you will haul industrial cleaning supplies from Joliet, IL to our customer's locations throughout (more...)
Company: Transport America
Location: Janesville
Posted on: 09/19/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Madison RSS job feeds