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Field Financial Advisor — Workplace Planning & Education
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-10
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Milwaukee, WI, is seeking a Workplace Financial Consultant to serve local campuses and engage participants with 1:1 planning and on-site workshops. You will collaborate with plan sponsors and Fidelity partners to deliver client-focused advice and drive engagement in the WEPA program.
Preferred candidates have 3 years in financial services, required Series 7/66, and willingness to travel up to 75% to support local client campuses.
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