Skip to content
×

Client-Focused Investment Advisor; Onsite

Job in Town of Brookfield, Waukesha County, Wisconsin, USA
Listing for: Fidelity Investments Inc.
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR

Job Description & How to Apply Below

Position: Client-Focused Investment Advisor (Onsite)
Location: Town of Brookfield

Fidelity Investments in Wisconsin seeks a client-focused financial professional to develop customized financial plans for existing clients and warm leads, guiding investment decisions with Fidelity’s planning tools and collaborating with a local advisor to grow relationships.

In this on-site role, you will present solutions aligned with client goals, educate on investment options, and coordinate with wealth management partners to meet financial needs.

This opening is for the Client-Focused Investment Advisor (Onsite) role at Fidelity Investments Inc.

As a Client-Focused Investment Advisor (Onsite), you will play an important part at Fidelity Investments Inc. in Town of Brookfield, WI, United States.

We invite applications for the Client-Focused Investment Advisor (Onsite) position located in Town of Brookfield, WI, United States.

The following role is for a Client-Focused Investment Advisor (Onsite) with Fidelity Investments Inc.

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction

Search for further Jobs Here:

SEARCH JOBS: 10+ Million Listings
(Try combinations for better Results! Or enter less keywords for broader Results)
Education Level
Experience Level (years)
Posted in last:
Salary