Financial Consultant - Alpharetta, GA

Fidelity Investments • Alpharetta, GA

3d • Onsite

About The Position

Working in Fidelity's Investor Center in Alpharetta, Georgia, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm's brand. The role uses Fidelity's existing client base and institutional business feeders, open-architecture product platform, and industry resources to nurture client relationships and support long-term success for clients and the consultant.

The consultant introduces clients to investment strategies, identifies needs, recommends solutions, and may bring additional client assets together through positive, client-centered discussions. Fidelity provides training in branches and at regional, national, and virtual levels. The role is subject to Fidelity's evolving onsite working model; specific onsite expectations vary by role and location. 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 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 investment strategies and engage in positive, client-centered discussions.
• Coachable, collaborative, and curious approach.
• Commitment to delivering an outstanding customer experience and helping others thrive.
• Motivation by results and finding solutions; takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• CFP designation or a degree; tuition reimbursement may help associates acquire one.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend solutions.
• Introduce clients to different investment strategies through client-centered discussions.
• Help bring together additional client assets.
• Help expand the reach of Fidelity's brand.
• Deliver an outstanding customer experience and support client success.

Benefits

• Competitive total rewards package, including a stable base salary.
• 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
• Education Level: No Education Listed