Client-Driven Financial Consultant | Planning & Growth

Soteria Reinsurance Ltd.; St. Louis (MO); On-site; USD 70,000 - 105,000; Full time

Job summary

Fidelity Investments in St. Louis seeks a Financial Consultant to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand.

You’ll join an established client base supported by strong resources and an open-architecture platform. Success requires building trust, uncovering needs, and presenting sophisticated investment strategies while delivering an outstanding customer experience.

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• CFP or related degree helpful; tuition reimbursement available.

Responsibilities

• Engage face-to-face with clients, mentoring and planning.
• Present complex investment solutions and expand client assets.

Skills

Relationship building

Needs assessment

Client communication

Investment knowledge

Education

CFP certification helpful

Bachelor's degree or equivalent

Job description

Fidelity Investments in St. Louis seeks a Financial Consultant to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand.

You’ll join an established client base supported by strong resources and an open-architecture platform. Success requires building trust, uncovering needs, and presenting sophisticated investment strategies while delivering an outstanding customer experience.