Client-Facing Financial Advisor & Planner

Soteria Reinsurance Ltd.; Jacksonville (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Training programs

Job summary

Fidelity Investments in Jacksonville, FL seeks a Financial Consultant to engage face-to-face with clients, offer mentorship, and provide personalized financial planning. The role leverages an existing client base and an open-architecture product platform while supporting professional growth and onboarding with comprehensive training.

The ideal candidate brings proven client-relations skills, FINRA licenses (Series 7 & 66) or the ability to obtain them, and a CFP or related certifications are a

Qualifications

• Proven success in building relationships and uncovering client needs.
• Ability to present complex investment solutions to clients and build credibility.
• CFP or related certifications are helpful; Tuition Reimbursement may help acquire one.

Responsibilities

• Engage face-to-face with clients in the Investor Center to provide mentorship and planning.
• Introduce clients to investment strategies and consolidate assets with a client-focused approach.
• Deliver outstanding customer experience and participate in ongoing training and onboarding.

Skills

FINRA Series 7

FINRA Series 66

CFP (optional)

Education

Bachelor's degree or equivalent

CFP

Job description

Fidelity Investments in Jacksonville, FL seeks a Financial Consultant to engage face-to-face with clients, offer mentorship, and provide personalized financial planning. The role leverages an existing client base and an open-architecture product platform while supporting professional growth and onboarding with comprehensive training.

The ideal candidate brings proven client-relations skills, FINRA licenses (Series 7 & 66) or the ability to obtain them, and a CFP or related certifications are a