Client-Focused Financial Advisor & Planner

Soteria Reinsurance Ltd.; Northern (KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Financial Consultant to work in our Investor Center, engaging with clients face-to-face, providing mentorship and personalized planning while expanding the firm’s reach.

The role leverages an open architecture platform and a strong training program, with pathways to CFP designation and ongoing professional growth, supported by a comprehensive rewards package and a collaborative team environment.

Qualifications

• Proven ability to build relationships, uncover needs, and recommend solutions.
• FINRA Series 7 & 66 licensed or willing to acquire upon hire.
• Ability to present complex investment solutions to a knowledgeable client base.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Grow the investor Center by expanding client reach and retention.
• Work with an open architecture platform and top resources to support client goals.

Skills

Relationship building

FINRA Series 7 & 66

Complex solutions

Client-focused discussions

Coachable & collaborative

Education

Bachelor's degree or equivalent experience

CFP helpful

Job description

Fidelity Investments is seeking a Financial Consultant to work in our Investor Center, engaging with clients face-to-face, providing mentorship and personalized planning while expanding the firm’s reach.

The role leverages an open architecture platform and a strong training program, with pathways to CFP designation and ongoing professional growth, supported by a comprehensive rewards package and a collaborative team environment.