On-Site Workplace Financial Advisor – Milwaukee/Madison
Job in
Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listed on 2026-07-05
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Fidelity Investments is looking for a Workplace Financial Consultant based in the Greater Milwaukee/Madison area. This role involves working directly with client HR representatives and providing financial advice to participants through face-to-face meetings and workshops.
Ideal candidates will have at least 3 years of experience in financial services and a Bachelor's degree. Licenses such as Series 7 and 66 are required. The position requires strong relationship management skills and a willingness to travel up to 75% of the time.
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