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Financial Consultant - Alpharetta, GA

Fidelity Investments

Alpharetta, GA
2 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Fidelity Investments as a Financial Consultant and deepen client relationships while creating complex financial plans. Benefit from a supportive environment with existing clients and top resources in the industry.

Key Responsibilities

  • Engage face-to-face with customers offering guidance and personalized planning
  • Nurture relationships with an existing client base
  • Provide comprehensive investment solutions and retirement plans

Required Qualifications

  • FINRA Series 7 & 63 licensed
  • Ability to acquire Series 65/66 upon hire
  • Previous success in building relationships and recommending solutions

Preferred Qualifications

  • Degree and/or professional certifications
  • CFP certification

Benefits & Perks

Competitive total rewards packageStable base salaryTraining in-branch and virtuallyTuition reimbursement program