Client-Centric Financial Advisor: Growth & Mentorship

Soteria Reinsurance Ltd.; Town of Brookfield (WI); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a client-focused professional to engage face-to-face with clients in our Investor Center. You will mentor clients, provide personalized financial planning, and expand the reach of the firm’s brand.

Our model supports growth with a strong client base and extensive resources to assist your long-term success. You will present complex investment solutions, build trust with clients, and guide them through strategies while maintaining a high standard of customer

Qualifications

• Proven ability to build relationships, uncover needs, and recommend solutions.
• FINRA Series 7 and 66 licenses or ability to obtain them on hire; state registrations as needed.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or degree is helpful, Tuition Reimbursement may assist.
• Ability to introduce clients to different investment strategies and grow assets.

Responsibilities

• Engage face-to-face with clients in the Investor Center to mentor and plan.
• Expand the firm’s reach by building relationships with an existing client base.
• Provide client-centered discussions and thoughtful investment guidance.
• Deliver an outstanding customer experience and exceed expectations.

Skills

Relationship building

FINRA Series 7 & 66

Present complex solutions

Coachable

Client-focused

Education

Degree or equivalent experience

Tools

CFP Certification

Series 7

Series 66

Job description

Fidelity Investments is seeking a client-focused professional to engage face-to-face with clients in our Investor Center. You will mentor clients, provide personalized financial planning, and expand the reach of the firm’s brand.

Our model supports growth with a strong client base and extensive resources to assist your long-term success. You will present complex investment solutions, build trust with clients, and guide them through strategies while maintaining a high standard of customer