Monetary Strategy and Planning Consultant
Company: CFA Institute
Location: Atlanta
Posted on: October 30, 2024
Job Description:
Job Description: Financial ConsultantIf 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 RoleWorking 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
YouFidelity'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. 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 - FINRACompany OverviewFidelity
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.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home.At Fidelity, we value
honesty, integrity, and the safety of our associates and customers
within a heavily regulated industry.Fidelity Investments is an
equal opportunity employer. We believe that the most effective way
to attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview
process.
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Keywords: CFA Institute, Atlanta , Monetary Strategy and Planning Consultant, Professions , Atlanta, Georgia
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