Client-Centric Financial Advisor

Soteria Reinsurance Ltd.; Winter Park (FL); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments in Winter Park, FL is seeking a Financial Consultant to work in our Investor Center, engaging with clients face-to-face to provide mentorship, personalized financial planning, and strategic advice. You will leverage an open architecture platform, serve an existing client base, and partner with Fidelity's resources to help clients meet their goals.

The role emphasizes relationship-building and compliance with FINRA licenses, with extensive training and career growth

Qualifications

• FINRA Series 7 & 66 licenses or ability to obtain.
• CFP or degree desired; Tuition Reimbursement may help.
• Strong relationship-building and consultative sales approach.
• Ability to present complex investment solutions to clients.

Responsibilities

• Engage face-to-face with clients to provide mentorship and planning.
• Expand the firm’s reach and nurture relationships with an existing client base.
• Collaborate with resources to deliver effective financial guidance.

Skills

Relationship building

Series 7/66

CFP helpful

Investment knowledge

Client communication

Coachable

Sales skills

Education

Bachelor’s degree or equivalent

Job description

Fidelity Investments in Winter Park, FL is seeking a Financial Consultant to work in our Investor Center, engaging with clients face-to-face to provide mentorship, personalized financial planning, and strategic advice. You will leverage an open architecture platform, serve an existing client base, and partner with Fidelity's resources to help clients meet their goals.

The role emphasizes relationship-building and compliance with FINRA licenses, with extensive training and career growth