Job Description: Investment Solutions Representative To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Mequon and Milwaukee We have an exciting opportunity for a remote, licensed Investment Solutions Representative in the Greater Milwaukee, WI Metro area! While you will work from home, you must reside near the Greater Milwaukee, Wisconsin area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you’ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity’s customer base and client relationships by carefully profiling customers’ needs and positioning investment strategies that meet their needs using a defined set of tools and solutions The Value You Deliver Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services. Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customers Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies The Expertise We’re Looking For Previous success in customer consultation or relationship management, preferably in financial services Comprehensive understanding of financial services markets, the economy and of industry trends FINRA Series 7 license required Series 63 and 65 or 66 licensed or ability to acquire upon hire Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you acquire one Results-oriented and comfortable working independently Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are crafted to help you and your family strike the right balance. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, Relationship Management, Sales At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy