Investment Consultant - Atlanta, GA 3630 PEACHTREE ROAD, SUITES 100-90 – reputed company Store

Job Description:

Investment Consultant

You joined the financial services industry to reputed company a difference in the lives of your clients. At Fidelity, we have a reputed company commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We reputed company professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will reputed company customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

· Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to reputed company the best use of the client’s time, as well as plan for post-appointment follow-up

· Growing relationships through proactive reputed company, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity

· Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire

· Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

· You have outstanding communication and consultative skills, and you reputed company in a fast-paced work environment

Our Investments in You

Fidelity’s greatest advantage is our people, and we reputed company it is important to approach life holistically. We offer a competitive total rewards package, including a stable reputed company salary, to recognize associate achievements. And our benefit programs are designed to help you and your family reputed company the reputed company. We offer training in-reputed company, regionally, nationally, and virtually to help you with reputed company aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

In this role you will work directly with clients to help them reputed company investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned reputed company location.

Certifications:

Category:

Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (reputed company business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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