Investment Advisor: Grow Client Wealth & Relationships

Fidelity Investments Inc.; Dunwoody (GA); Vor Ort; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Fidelity Investments Inc. is seeking a financial planning professional in our Investor Center to develop customized plans using Fidelity's tools. You will engage with existing clients and warm leads to present investment solutions and grow relationships with a dedicated local advisor.

You will work closely with clients to guide investment decisions, leveraging Fidelity's resources, and participate in onboarding and training as Fidelity transitions to onsite operations.

Qualifikationen

• FINRA licenses: Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to use Fidelity's planning tools to facilitate financial planning discussions.
• Focus on deepening client relationships and providing investment solutions.
• Excellent communication and strong interpersonal skills.
• Initiative and proactive in growing client engagements.
• A degree or equivalent experience; CFP or related credentials are beneficial.

Aufgaben

• Develop customized financial plans using Fidelity's tools and products.
• Engage with existing clients and warm leads to present investment solutions.
• Guide clients toward decisions that align with their financial goals.
• Collaborate with a local advisor to grow relationships and expand services.
• Leverage planning resources to support timely follow-ups and ongoing planning.

Jobbeschreibung

Fidelity Investments Inc. is seeking a financial planning professional in our Investor Center to develop customized plans using Fidelity's tools. You will engage with existing clients and warm leads to present investment solutions and grow relationships with a dedicated local advisor.

You will work closely with clients to guide investment decisions, leveraging Fidelity's resources, and participate in onboarding and training as Fidelity transitions to onsite operations.