Client-Centric Investment Advisor

Soteria Reinsurance Ltd.; Raleigh, Northern (NC, KY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a client-focused advisor to engage with clients in person, offering mentorship and personalized financial planning. You will expand the firm’s reach by presenting investment solutions and nurturing an existing client base, supported by strong resources and a collaborative environment.

The role emphasizes relationship-building, CFP-ready knowledge, and FINRA licenses (Series 7/66) with tuition reimbursement to pursue additional credentials as needed.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and state registrations, or ability to acquire Series 66 upon hire.
• Degree or equivalent experience; CFP or related certification helpful with tuition reimbursement.

Responsibilities

• Engage face-to-face with clients, mentoring and planning client strategies.
• Present complex investment solutions and expand client assets with credibility.
• Deliver outstanding customer experience with proactive problem solving.

Skills

Relationship-building

Sales experience

Client consultations

FINRA Series 7

FINRA Series 66

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments is seeking a client-focused advisor to engage with clients in person, offering mentorship and personalized financial planning. You will expand the firm’s reach by presenting investment solutions and nurturing an existing client base, supported by strong resources and a collaborative environment.

The role emphasizes relationship-building, CFP-ready knowledge, and FINRA licenses (Series 7/66) with tuition reimbursement to pursue additional credentials as needed.