Client-Focused Financial Advisor

Soteria Reinsurance Ltd.; Naperville (IL); On-site; USD 60,000 - 75,000; Full time

Job summary

Fidelity Investments in Naperville, IL, seeks a client-centered financial professional to mentor clients in face-to-face meetings, provide personalized planning, and expand the firm’s reach using an open architecture product platform. You will work with an established client base and receive top resources to support growth.

With FINRA Series 7 and 66 licenses (or the ability to acquire Series 66) and a focus on delivering exceptional service, you will help clients navigate investment strategies

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base.

Responsibilities

• Mentor clients face-to-face with personalized financial planning.
• Expand reach of Fidelity's brand with an existing client base.
• Collaborate to deliver outstanding customer experience and drive results.

Skills

Relationship building

Needs discovery

Presenting complex solutions

Coachable

Customer experience

Results oriented

Education

Degree or equivalent experience

CFP helpful

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments in Naperville, IL, seeks a client-centered financial professional to mentor clients in face-to-face meetings, provide personalized planning, and expand the firm’s reach using an open architecture product platform. You will work with an established client base and receive top resources to support growth.

With FINRA Series 7 and 66 licenses (or the ability to acquire Series 66) and a focus on delivering exceptional service, you will help clients navigate investment strategies