Client-Focused Investment Consultant — Grow Client Wealth
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-08-20
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a client-focused financial planning professional in Alpharetta, GA. The role centers on working with existing clients to develop tailored investment plans using Fidelity’s planning tools and guidance resources.
You will build lasting relationships and guide clients toward suitable investment solutions with a local advisor. You will leverage planning tools, conduct one-on-one appointments, and grow client relationships through proactive outreach while aligning
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