Financial Consultant - Dunwoody, GA

Fidelity Investments • Dunwoody, GA

2d

About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm’s brand. The role develops relationships with an existing client base and uses Fidelity’s open-architecture product platform and financial-industry resources to support clients and build long-term success.

The consultant introduces clients to investment strategies, identifies needs, recommends solutions, and brings together additional client assets through positive, client-centered discussions. Fidelity offers training in-branch, regionally, nationally, and virtually, along with a stable base salary and benefits designed to support associates and their families.

Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout. Current onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Proven success building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce clients to investment strategies and engage in positive, client-centered discussions.
• Coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience and helping others thrive.
• Motivated by results, able to find solutions and take initiative, and focused on exceeding customer expectations.
• Extensive knowledge of investment solutions.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP certification or degree; Fidelity’s tuition reimbursement program may help associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide mentorship and personalized planning.
• Build client relationships, uncover needs, and recommend solutions.
• Introduce clients to investment strategies and help bring together additional client assets through client-centered discussions.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience.

Benefits

• Stable base salary as part of a competitive total rewards package.
• Benefit programs designed to help associates and their families strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed