Wealth Planning Advisor

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

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.