Client-Facing Financial Advisor

Fidelity Investments Inc.; Atlanta (GA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments, in its Investor Center, seeks a client-focused professional to mentor clients, tailor financial plans, and expand the firm's brand through personalized service. You will work with an existing client base and receive top resources in the financial industry.

Candidates should hold FINRA Series 7 and 66 (or be able to acquire them) and have a degree or equivalent experience; CFP is a plus. Tuition reimbursement may help you pursue it.

Qualifications

• Proven ability to build relationships and uncover client needs.
• Licensed or able to acquire FINRA Series 7 and 66.
• A degree or equivalent experience is preferred; CFP helps.
• Tuition Reimbursement helps pursue CFP or degree if needed.

Responsibilities

• Engage face-to-face with clients to mentor and plan personalized strategies.
• Present complex investment solutions and build client trust.
• Support firm growth and maintain high-quality customer experience.

Skills

Relationship building

Client consultation

Financial acumen

Self-motivation

Education

FINRA Series 7 & 66 licenses

CFP or degree (helpful)

Job description

Fidelity Investments, in its Investor Center, seeks a client-focused professional to mentor clients, tailor financial plans, and expand the firm's brand through personalized service. You will work with an existing client base and receive top resources in the financial industry.

Candidates should hold FINRA Series 7 and 66 (or be able to acquire them) and have a degree or equivalent experience; CFP is a plus. Tuition reimbursement may help you pursue it.