Financial Consultant - Dunwoody, GA
Fidelity Communications
Job TitleThe RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity'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!Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.CertificationsSeries 07 - FINRA, Series 66 - FINRACategorySalesCompany OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.Reasonable accommodationsFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to View email address on click.appcast.io, or by calling View phone number on click.appcast.io, prompt 2, option 3.Equal opportunity employerFidelity 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.
- ...business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility...SuggestedFull time
- ...family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively... ...training sessions. LOCATION -- Dunwoody, Georgia 30338 #LI-DH1 Personal Banker I - Dunwoody (Dunwoody, GA) Attention search firms and staffing...SuggestedWork experience placementWork at office
- ...business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility...SuggestedFull timeWork at office
- ...Financial Representative Fidelity will not provide immigration sponsorship for this position. We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will...SuggestedFull time
- ...This role offers meaningful exposure to a large financial institution and serves as a foundation for long... ...- 6300 Roswell Road Northeast, Atlanta, GA Perimeter Marketplace - 300 Ashwood Parkway, Suite 700, Dunwoody, GA Dunwoody - 1630 Mount Vernon Road, Dunwoody...SuggestedWork experience placementFlexible hours
- ...DescriptionWorking in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and... ...and exceed expectationsOutstanding communication and consultative skills, and thrives in a fast-paced work environmentThe TeamFidelity...Full timeLocal area
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...Full time
- ...Regular Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing...Full time
- ...Position Type: RegularSchwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement...
- ...transform the finance industry together. with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, grow practice holistically through client asset consolidation, networking, and earning client referrals...
- ...application Resume and cover letter (Recommended) Finalcandidates must provide one professional reference. Student Financial Aid Counselor (Temp) - Dunwoody Campus Financial Aid Dunwoody Campus A Student Financial Aid Counselor (or Advisor) assists students...Contract workTemporary workWork at office
- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Public TrustWhat You Will Do:Guidehouse is seeking a Managing Consultant with federal financial management experience to support federal health clients... ...Guidehouse and Guidehouse will not be obligated to pay a placement fee.SummaryLocation: US - GA, AtlantaType: Full timeFull timeWork at officeFlexible hours
$65k - $100k
...Financial Advisor – Atlanta, GA Empower Lives. Build Your Future. Thrive in Atlanta Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth as a Financial Advisor and help individuals, families, and business owners navigate...Full timeMonday to Friday$78.5k - $163k
...Andersch Ag is searching for a Senior Consultant in Financial Due Diligence based in Atlanta, GA. This role involves collaborating with clients and internal teams to provide vital financial consulting services while navigating the transaction life cycle. Your responsibilities...- ...Required:Ability to Obtain NACIWhat You Will Do:Federal Financial Management Transformation Senior Consultants support federal clients in improving budget and... ...and Guidehouse will not be obligated to pay a placement fee.SummaryLocation: US - GA, AtlantaType: Full timeFull timeWork at officeFlexible hours
- ...SENIOR FINANCIAL ANALYST (Hybrid) - Atlanta, GA Morrison Healthcare, a Compass Healthcare company, is a leader in healthcare food and nutrition services company, serving more than 1,000 hospitals and healthcare systems across the country. With more than 31,000 associates...Local areaRemote workFlexible hours
- ...within PNC's retail Banking organization, you will be based in Dunwoody Georgia, at the Dunwoody Village Mt. Vernon Rd branch location... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office
- ...to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-... ...sponsorship Posting Location: 300 Ashwood Parkway Ste700, Dunwoody, GA 30338 Posting End Date: 4 Nov 2026 *Job posting may come...Work experience placementFlexible hours
- ...Job Description Job Description Office: Office of Financial Aid Reports to: Director of Financial Aid Work Period: 12-month... ...Scholarship, HOPE, Georgia Tuition Equalization Grant, Public Safety, GA Hero, REACH and GA Completion Grant. # Assists with monthly...Full timeWork at officeLocal area
- ...through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications...Work experience placementWork at officeImmediate startWeekend work
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
- ...Personal Banker II - GA West Region Make banking a Fifth Third better We connect... ...bank customers. Utilize and promote the consultative sales and service process, using the prescribed... ...Use the consultative sales process and Financial Needs Assessment to build a thorough...Work experience placementWork at office
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will...Remote work- ...Global Advisers is seeking a Financial Advisor in Atlanta, GA to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management...
- Information Security Analyst 3Under broad supervision, plans, directs and coordinates agency activities in the field of Information Security. Develops and enforces the organization's security policies and procedures. Incorporates the design of and develops security procedures...Work experience placementWork at officeLocal area
$96.88k - $127.15k
...The Associate, Strategic Finance supports financial planning, analytics, and business... ...open to candidates who reside in: Atlanta, GA. You will be fully remote; however, our approach... ...including experience in Healthcare, Consulting, Insurance or Financial Services2+ years...Full timeWork at officeRemote work$77k - $202k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic... ...and trusted workplace for all.SummaryLocation: NY-New York; GA-Atlanta; MN-Minneapolis; IL-Chicago; DC-Washington; MA-Boston;...Full timeH1b- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide... ..., FP&A, financial analysis, or EPM implementation — in a consulting, professional services, or corporate finance...Live inWork at officeLocal area
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