Financial Consultant - Alpharetta, GA

Fidelity • Alpharetta, GA

2d • Onsite

About The Position

Working in a Fidelity Investor Center, the Financial Consultant engages face-to-face with clients, offering mentorship and personalized planning while helping expand the firm's brand. The role involves nurturing relationships with an existing client base, identifying client needs, and recommending investment solutions. Fidelity provides an existing client base and institutional business feeders, an open-architecture product platform, and resources to support the consultant's work and professional growth.

Fidelity offers a competitive total rewards package, including a stable base salary, and training in-branch, regionally, nationally, and virtually. The position is subject to Fidelity's phased transition to a full-time onsite working model; 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 investment strategies and discuss additional client assets in a positive, client-centered manner.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience.
• Motivated by results, able to find solutions, take initiative, and exceed customer expectations.
• Coachable, collaborative, and curious.
• Fidelity will not provide immigration sponsorship for this position.

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 can help associates acquire one.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend appropriate solutions.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help clients thrive.
• Help expand the reach of Fidelity's brand.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve 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