Client-Focused Financial Advisor & Planner

Fidelity Investments; Alpharetta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a client-focused advisor to mentor clients with personalized planning and relationship management in a face-to-face setting. You will leverage an existing client base and top resources, delivering tailored investment solutions.

The role emphasizes outstanding customer experience and collaborative growth, with opportunities for CFP/degree advancement and tuition support. Onsite for the Alpharetta, GA market, the position requires FINRA licenses or the ability to

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; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Grow the client base and nurture relationships with an existing client base at Fidelity.
• Present complex investment solutions and tailor recommendations to client needs.
• Collaborate with teammates to deliver a high-quality customer experience.

Skills

Relationship building

FINRA Series 7 & 66

Client presentations

Communication skills

Team player

Results driven

Investment knowledge

State registrations awareness

Education

Bachelor's degree or equivalent experience

CFP certification preferred

Job description

Fidelity Investments is seeking a client-focused advisor to mentor clients with personalized planning and relationship management in a face-to-face setting. You will leverage an existing client base and top resources, delivering tailored investment solutions.

The role emphasizes outstanding customer experience and collaborative growth, with opportunities for CFP/degree advancement and tuition support. Onsite for the Alpharetta, GA market, the position requires FINRA licenses or the ability to