Client-Centric Wealth Advisor

Fidelity Investments Inc.; Alpharetta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-focused professional to engage face-to-face with clients in our Investor Center, providing mentorship and personalized planning.

You will expand the firm’s reach within an existing client base using a top-tier, open architecture product platform and extensive industry resources. The role emphasizes relationship-building, presenting complex investment solutions, and delivering exceptional customer experiences while working within a transition to a

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience and/or other professional certifications are helpful; Tuition Reimbursement can help obtain one.
• Ability to introduce clients to different investment strategies and grow client assets with positive discussions.

Responsibilities

• Mentor clients face-to-face in the Investor Center and provide personalized planning.
• Expand the firm’s brand by engaging with an existing client base and leveraging available resources.
• Deliver an outstanding customer experience with initiative and accountability.

Skills

Relationship building

Presenting complex solutions

Client-focused service

Motivated by results

Team player

Investment knowledge

Education

Degree or equivalent experience

CFP or finance degree preferred

Job description

Fidelity Investments Inc. is seeking a client-focused professional to engage face-to-face with clients in our Investor Center, providing mentorship and personalized planning.

You will expand the firm’s reach within an existing client base using a top-tier, open architecture product platform and extensive industry resources. The role emphasizes relationship-building, presenting complex investment solutions, and delivering exceptional customer experiences while working within a transition to a