Onsite Financial Consultant: Client Growth & Planning

Fidelity Investments Inc.; Alpharetta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Alpharetta seeks an energetic client-focused professional to engage with clients at the Investor Center, offering mentorship, personalized financial planning, and solutions across a broad range of investment strategies.

You will nurture existing client relationships, expand the practice, and leverage Fidelity’s architecture and resources to support long-term client success. Onsite role, with ongoing training and growth opportunities.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed 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; CFP or degree helpful; Tuition Reimbursement program available.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets.
• 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.

Responsibilities

• Engage face-to-face with clients in the Investor Center, mentoring and planning personalized strategies.
• Expand reach of the firm's brand by nurturing existing client relationships and referrals.
• Present investment solutions to a sophisticated client base with credibility and clarity.
• Collaborate with teammates to deliver exceptional customer experience and support long-term client success.

Skills

Relationship building

Needs assessment

Solution selling

Communication

Professional certifications

Coachable/collaborative

Client-centered discussions

Results oriented

Education

Bachelor’s degree or equivalent experience

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments in Alpharetta seeks an energetic client-focused professional to engage with clients at the Investor Center, offering mentorship, personalized financial planning, and solutions across a broad range of investment strategies.

You will nurture existing client relationships, expand the practice, and leverage Fidelity’s architecture and resources to support long-term client success. Onsite role, with ongoing training and growth opportunities.