Investment Solutions Advisor for Client Planning

Fidelity Investments Inc.; Atlanta (GA); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Fidelity Investments Inc. in Atlanta invites you to join our Investor Center, where you will develop customized financial plans using Fidelity’s planning tools and a broad range of products.

You’ll work with existing clients and warm leads, guiding investment decisions that are in their best interests and implementing solutions to fit each client’s needs. You will grow relationships through proactive outreach, supported by comprehensive training and our onsite working model, with a focus on

Qualifications

• FINRA Series 7 and 66 licenses or eligible to obtain Series 66 on hire.
• Leverage Fidelity guidance tools to support planning discussions and recommend client-aligned solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments.

Responsabilités

• Develop customized financial plans using Fidelity’s tools and products.
• Engage with existing clients and warm leads to grow relationships with a local advisor.
• Present and implement investment solutions that suit each client’s needs and circumstances.
• Guide clients to decisions that are in their best interests and build lasting impact on their financial future.

Connaissances

FINRA Series 7

FINRA Series 66

Financial planning

Client relations

Advisory sales

Formation

Bachelor's degree or equivalent

Description du poste

Fidelity Investments Inc. in Atlanta invites you to join our Investor Center, where you will develop customized financial plans using Fidelity’s planning tools and a broad range of products.

You’ll work with existing clients and warm leads, guiding investment decisions that are in their best interests and implementing solutions to fit each client’s needs. You will grow relationships through proactive outreach, supported by comprehensive training and our onsite working model, with a focus on