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Fidelity Net Jobs in Georgia (NOW HIRING)

Reserv, Inc.

Sr. Data Analyst - Transport

Atlanta, GA · On-site +1

$82K - $104K/yr

... fidelity data and insights. For this role, we are seeking data analysts with strong Python, SQL ... Have a strong demonstrated toolkit to build ETLs and net new data visualizations/reports * Have a ...

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Fidelity Net information

What is a Fidelity Net representative?

A Fidelity Net representative typically refers to a professional working for Fidelity Investments, one of the largest financial services corporations in the world. These representatives assist clients with their investment accounts, retirement planning, and other financial services offered by Fidelity. They provide guidance on using Fidelity's online platforms (sometimes called 'Fidelity NetBenefits'), answer questions about account management, and help resolve any issues clients may encounter. Their role is crucial in ensuring clients have a smooth and secure experience managing their financial assets online.

What are the key skills and qualifications needed to thrive as a Fidelity Net developer?

To thrive as a Fidelity Net Developer, you need strong programming skills in .NET frameworks, C#, and experience with financial systems, usually supported by a degree in computer science or related fields. Familiarity with tools like Visual Studio, SQL Server, and version control systems such as Git, as well as knowledge of industry-specific platforms like Fidelity's APIs, is typically required. Excellent problem-solving abilities, collaboration, and effective communication are soft skills that help developers excel in this role. These skills and qualifications are crucial for delivering secure, compliant, and reliable financial software solutions in a highly regulated environment.

What are some common challenges faced by professionals working with Fidelity Net, and how can they be addressed?

Professionals working with Fidelity Net often encounter challenges such as adapting to evolving financial regulations, integrating complex client portfolios, and managing high client expectations for digital security and service speed. Staying current with industry regulations and regularly participating in training helps address compliance issues. Collaboration with IT and compliance teams is crucial to ensure smooth integration and robust security. Building strong communication skills and maintaining an agile approach to problem-solving will help professionals thrive in this dynamic environment.

What is the difference between Fidelity Net and Fidelity Financial Advisor?

AspectFidelity NetFidelity Financial Advisor
CredentialsTypically requires basic financial knowledge, certifications varyRequires FINRA licenses, Series 7, 63, or 66, and often CFP certification
Work EnvironmentOnline platform, remote or in-office supportClient-facing, in-person or virtual meetings
Employer & Industry UsageUsed internally for account management and client accessCustomer-facing role providing financial advice and planning
Search & Comparison IntentUnderstanding platform features vs. advisor servicesSeeking financial planning and personalized advice

Fidelity Net primarily refers to the online platform used for managing accounts and accessing financial information. In contrast, Fidelity Financial Advisor involves direct interaction with clients, offering personalized financial planning and advice. While Fidelity Net focuses on digital account management, Fidelity Financial Advisor emphasizes client relationship management and financial consulting.

What are popular job titles related to Fidelity Net jobs in Georgia?

For Fidelity Net jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Fidelity Net jobs in Georgia look for?

The top searched job categories for Fidelity Net jobs in Georgia are:

What cities in Georgia are hiring for Fidelity Net jobs?

Cities in Georgia with the most Fidelity Net job openings:

Fidelity Net jobs near you
Infographic showing various Fidelity Net job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 8% Part Time, and 3% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution.

Director, Retirement Planner - Atlanta, GA

Fidelity Investments

Atlanta, GA • On-site

Full-time

Retirement

Posted 20 days ago

Key responsibilities

  • Deliver personalized retirement planning and investment guidance to workplace retirement plan participants.

  • Conduct one-on-one consultations to assess participants' financial circumstances and provide tailored recommendations.

  • Drive participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Atlanta area! The position is remote and requires that you reside in the Greater Atlanta, GA area.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Director, Retirement Planner on the Tax-Exempt Market Planning and Advice (TEMPA) team, you will play a critical role in helping workplace retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-functional team that includes the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners, you will deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding each participant's unique financial circumstances, you will provide tailored recommendations designed to support informed decision-making and financial success.
This role is responsible for driving participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants. Key responsibilities include meeting or exceeding established performance goals, identifying opportunities to introduce Fidelity products and services, and supporting both Personal and Workplace Investments growth initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace client organizations, enhance the client experience, and create opportunities to expand and deepen Fidelity relationships.
The Expertise and Skills You Bring
  • Bachelor's degree preferred
  • 5+ years of experience in investment sales, wealth management, or financial planning
  • Series 7 & 66 preferred; Series 7 & 63 required, with the ability to acquire 65/66 within 90 days of hire
  • Proven success developing and managing relationships with high-net-worth clients while driving business growth and asset acquisition
  • Strong knowledge of investment products and services, including brokerage, insurance, wealth management, estate planning, and retirement planning strategies
  • Exceptional written, verbal, and interpersonal communication skills
  • Ability to effectively engage and influence plan sponsors, participants, and other key stakeholders

The Team
The Tax-Exempt Market Planning & Advice organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Fidelity's Onsite Working Model
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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