Investment Consultant - Madison, WI

Company

Fidelity Brokerage Services

Where

Middleton, WI

Level

Mid

First seen

November 10, 2026

Listed via

Workday

What the posting says

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work…

Read more and apply on Fidelity Brokerage Services' site

More jobs like this

1. Client Associate/Registered Client Associate

   rbc · Madison, Wisconsin, United States of America · First seen Nov 5

   Save to apply

2. Registered Wealth Management Client Associate

   94-1687665 Bank of America, National Association · Madison · First seen Oct 23

   Save to apply

3. Registered Wealth Management Client Associate

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Madison · First seen Oct 23

   Save to apply

4. Personal Financial Counselor; Chippewa Falls, WI

   Magellan Federal · Chippewa Falls WI 54729 Fed Chippewa Falls Army NG · First seen Sep 15

   Save to apply

5. Personal Financial Counselor; Madison, WI

   Magellan Federal · Madison WI 53704 Fed Madison USAR · First seen Sep 15

   Save to apply

See all 22 Personal Financial Advisors jobs in Madison

A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for investment consultant - madison, wi jobs in Middleton, WI, new matches every morning on your own account.