Wealth Planning Consultant - Client-Focused Investments

Fidelity Investments Inc.; Dunwoody (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. in our Investor Center helps clients by developing customized financial plans with Fidelity’s planning tools.

You will focus on existing clients and warm leads to present investment solutions and grow relationships with a local advisor. The role requires FINRA Series 7 and 66 (or willingness to obtain them), strong communication and interpersonal skills, and the ability to work in a fast-paced, onsite environment.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66.
• Utilize Fidelity’s guidance tools for financial planning discussions.
• Prepare for and conduct efficient one-on-one appointments.
• Grow relationships through proactive outreach to clients.
• Degree, equivalent experience, or CFP/credential is beneficial.

Responsibilities

• Develop customized financial plans using Fidelity’s planning tools.
• Engage with existing clients and warm leads to present investment solutions.
• Guide clients and grow relationships with a local advisor.
• Present and implement solutions that fit clients’ needs.

Skills

FINRA 7/66

Relationship building

Financial planning

One-on-one meetings

Communication

Education

Degree or credentials beneficial

Tools

Guidance tools

Job description

Fidelity Investments Inc. in our Investor Center helps clients by developing customized financial plans with Fidelity’s planning tools.

You will focus on existing clients and warm leads to present investment solutions and grow relationships with a local advisor. The role requires FINRA Series 7 and 66 (or willingness to obtain them), strong communication and interpersonal skills, and the ability to work in a fast-paced, onsite environment.