Financial Consultant

4 weeks ago

Atlanta, United States Fidelity Investments Full time
Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You

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

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community


Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Relationship Management, Sales

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

  • Financial Consultant

    2 weeks ago

    Atlanta, United States TransAmerica Financial Advisors Full time

    (REMOTE) We are an independent financial services firm with over 40 years of experience, dedicated to addressing the financial needs of families, individuals, and businesses nationwide. As a non-captive broker-dealer, we collaborate with leading companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and others. These...

  • Financial Consultant

    1 week ago

    Atlanta, United States TransAmerica Financial Advisors Full time

    (REMOTE) We are an independent financial services firm with over 40 years of experience, dedicated to addressing the financial needs of families, individuals, and businesses nationwide. As a non-captive broker-dealer, we collaborate with leading companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and others. These...

  • Financial Consultant

    3 weeks ago

    Atlanta, United States TransAmerica Financial Advisors Full time

    (REMOTE) We are an independent financial services firm with over 40 years of service, we are dedicated to meeting the financial needs of families, individuals, and businesses around the country. Our firm exists as a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential,...

  • Financial Consultant

    3 weeks ago

    Atlanta, United States Transamerica Financial Advisors, Inc. Full time

    (REMOTE) We are an independent financial services firm with over 40 years of service, we are dedicated to meeting the financial needs of families, individuals, and businesses around the country. Our firm exists as a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential,...

  • Financial Consultant

    1 week ago

    Atlanta, United States Transamerica Financial Advisors, Inc. Full time

    (REMOTE) We are an independent financial services firm with over 40 years of service, we are dedicated to meeting the financial needs of families, individuals, and businesses around the country. Our firm exists as a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential,...

  • Financial Consultant

    5 days ago

    Atlanta, United States Transamerica Financial Advisors, Inc. Full time

    (REMOTE) We are an independent financial services firm with over 40 years of experience, dedicated to addressing the financial needs of families, individuals, and businesses nationwide. As a non-captive broker-dealer, we collaborate with leading companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and others. These...

  • Financial Consultant

    3 weeks ago

    Atlanta, United States Transamerica Financial Advisors, Inc. Full time

    (REMOTE) We are an independent financial services firm with over 40 years of service, we are dedicated to meeting the financial needs of families, individuals, and businesses around the country. Our firm exists as a non-captive broker-dealer, meaning were partnered with some of the top companies in our industry, including Nationwide, Prudential,...

  • Financial Consultant

    2 weeks ago

    Atlanta, United States DT Financial Services Full time

    We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America.We utilize every aspect of the financial industry: Wealth Management Retirement Planning Tax Deductions College Funding Wealth Preservation (Insurance) Business Planning Corporate Group Plans Requirements - (PLEASE READ) Must...

  • Financial Consultant

    3 weeks ago

    Atlanta, United States DT Financial Services Full time

    We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. We utilize every aspect of the financial industry: Wealth Management Retirement Planning Tax Deductions College Funding Wealth Preservation (Insurance) Business Planning Corporate Group Plans !! Requirements - (PLEASE READ)...

  • Financial Consultant

    1 week ago

    Atlanta, United States DT Financial Services Full time

    We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. We utilize every aspect of the financial industry: Wealth Management Retirement Planning Tax Deductions College Funding Wealth Preservation (Insurance) Business Planning Corporate Group Plans !! Requirements - (PLEASE READ)...

  • Financial Consultant

    2 months ago

    Atlanta, United States Teachers Insurance and Annuity Association - TIAA Full time

    Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. Educates, recommends and facilitates new product purchases (including retail mutual funds Financial Consultant, Financial, Financial Planning, Client Relations, Consultant, Relationship, Banking

  • Financial Consultant

    4 days ago

    Atlanta, United States Davis Family Financial Full time

    Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary...

  • Remote Financial Consultant

    2 weeks ago

    Atlanta, United States Transamerica Financial Advisors Full time

    This position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.   We offer 3 types of work-effort 1. Full Time 2. Part Time 3. Referral Partner depending on your current employment...

  • Remote Financial Consultant

    1 week ago

    Atlanta, United States Transamerica Financial Advisors Full time

    This position is fully-remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through the company.   We offer 3 types of work-effort 1. Full Time 2. Part Time 3. Referral Partner depending on your current employment...

  • Senior Financial Consultant

    3 weeks ago

    Atlanta, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Senior Financial Consultant

    3 weeks ago

    Atlanta, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Financial Consultant Lead/Manager

    2 weeks ago

    Atlanta, United States Elevance Health Full time

    Elevance Health Financial Consultant Lead/Manager ATLANTA , Georgia Apply Now Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per week. The...

  • Financial Consultant Lead/Manager

    1 week ago

    Atlanta, United States Elevance Health Full time

    Elevance Health Financial Consultant Lead/Manager ATLANTA , Georgia Apply Now Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per week. The...

  • PeopleSoft Financials Functional Consultant

    3 weeks ago

    Atlanta, Georgia, United States QData Full time

    HiHope you are doing good...We have an urgent requirement below please go through Job description and send your updated profile and expected rate ASAP.Please reach me at .comJob Title PeopleSoft Financials Functional ConsultantJob Location Atlanta GeorgiaDuration Long TermJob Description PeopleSoft Financials Functional Consultant Relevant experience 10+...

  • PeopleSoft Financials Functional Consultant

    1 week ago

    Atlanta, Georgia, United States QData Full time

    HiHope you are doing good...We have an urgent requirement below please go through Job description and send your updated profile and expected rate ASAP.Please reach me at .comJob Title PeopleSoft Financials Functional ConsultantJob Location Atlanta GeorgiaDuration Long TermJob Description PeopleSoft Financials Functional Consultant Relevant experience 10+...