Financial Consultant - Dunwoody, GA

Fidelity Investments Inc.; Dunwoody (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks an advisor to engage clients in person, provide mentorship and tailored planning, and grow the firm’s client base with trusted guidance. You will operate within Fidelity’s on-site Investor Center, leveraging an open platform and strong resources.

The role emphasizes relationship-building, regulatory compliance, and presenting sophisticated investment solutions to a knowledgeable client base, with tuition reimbursement supporting CFP or degree goals.

Qualifications

• Proven success in building relationships and uncovering needs.
• FINRA licenses Series 7 and 66 or ability to acquire Series 66 on hire.
• Ability to present complex solutions to a knowledge client base.
• Degree or equivalent experience; CFP or degree can be supported by Tuition Reimbursement.
• Introduce clients to different investment strategies and assets.
• Coachable, collaborative and curious when engaging clients.
• Committed to delivering an outstanding customer experience.
• Motivated by results and proactive in solving client issues.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients, providing mentorship and planning.
• Expand Fidelity’s brand reach and deepen client relationships.
• Present investment solutions and coordinate with clients on strategy.
• Maintain licenses and adhere to industry regulations while serving clients.

Skills

Relationship building

FINRA licenses

Presentation skills

CFP or degree

Tuition reimbursement

Client-centric

Results-oriented

Investment knowledge

Education

Degree or equivalent

CFP certification helpful

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm’s brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• 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

The Team

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.

Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.