Client-Focused Financial Advisor & Planning Expert

Soteria Reinsurance Ltd.; Franklin (TN); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Franklin, TN seeks a Financial Consultant to engage face-to-face with clients, mentor their planning, and expand the firm’s client base. You will work within an open architecture model, leveraging strong relationships and trusted guidance to deliver tailored investment solutions.

The role emphasizes presenting complex strategies, ongoing service, and growth of client assets, supported by extensive training and a comprehensive rewards package.

Qualifications

• Proven success in building relationships, uncovering needs and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Degree or equivalent experience; CFP or further degree helpful; Tuition Reimbursement may assist.
• Ability to present complex investment solutions to clients with credibility and clarity.
• Coachable, collaborative, and customer-focused; results-driven and proactive.

Responsibilities

• Engage face-to-face with clients in the Investor Center and mentor them through planning.
• Present investment strategies and expand client assets through trusted guidance.
• Support onboarding and long-term relationship growth within Fidelity's client base.

Skills

Relationship building

FINRA licenses

Education

CFP certification

Finance degree

Job description

Fidelity Investments in Franklin, TN seeks a Financial Consultant to engage face-to-face with clients, mentor their planning, and expand the firm’s client base. You will work within an open architecture model, leveraging strong relationships and trusted guidance to deliver tailored investment solutions.

The role emphasizes presenting complex strategies, ongoing service, and growth of client assets, supported by extensive training and a comprehensive rewards package.