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Investment Consultant

1 month ago

Atlanta, Georgia, United States Fidelity TalentSource LLC Full time

Role Overview

Fidelity Investments is a leading financial services company that offers a range of investment and planning solutions to individuals and institutions. We are seeking a highly skilled and motivated Investment Consultant to join our team.

Key Responsibilities

  • Develop customized financial plans for clients using Fidelity's planning tools and expertise
  • Engage with existing clients and warm leads to provide investment solutions and grow relationships
  • Utilize technology to prepare for and conduct efficient one-on-one appointments and plan for post-appointment follow-up
  • Grow relationships through proactive outreach and seek to understand clients' goals and objectives
  • Refer clients to a wealth management partner based on needs and financial complexity

Requirements

  • 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

What We Offer

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.