Client-Centric Investment Advisor

Fidelity Investments; Alpharetta (GA); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments in Alpharetta, GA is seeking an investor center advisor to develop customized financial plans with a wide range of Fidelity products and planning tools. You will work with existing clients and warm leads to provide investment solutions, growing relationships with a dedicated local advisor and helping clients make decisions in their best interest.

You will engage with clients using Fidelity’s planning resources, present tailored solutions, and create a lasting impact on their

Qualifications

• FINRA Series 7 & 66 licensing or ability to acquire Series 66 on hire.
• Ability to use Fidelity’s planning tools to guide discussions.
• Strong interpersonal and communication skills for client engagement.
• Commitment to compliant financial guidance and fiduciary client service.

Responsibilities

• Develop customized financial plans using Fidelity’s products and planning tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Partner with wealth management specialists as appropriate.

Skills

FINRA Series 7 & 66 licenses

State registrations

Financial planning discussions

Technology for appointments

Relationship building

Communication skills

Initiative

Consultative skills

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Alpharetta, GA is seeking an investor center advisor to develop customized financial plans with a wide range of Fidelity products and planning tools. You will work with existing clients and warm leads to provide investment solutions, growing relationships with a dedicated local advisor and helping clients make decisions in their best interest.

You will engage with clients using Fidelity’s planning resources, present tailored solutions, and create a lasting impact on their