Client-Focused Financial Consultant & Planner

Soteria Reinsurance Ltd.; Sugar Land (TX); On-site; USD 90,000 - 135,000; Full time

Job summary

Fidelity Investments seeks a client-focused professional to mentor and plan with clients in our Investor Center. You will engage face-to-face, expand Fidelity’s client base, and nurture relationships while delivering tailored investment guidance.

With FINRA Series 7 & 66 licenses, you’ll present sophisticated strategies to a knowledgeable audience, ensuring an outstanding customer experience and ongoing growth for clients and the firm.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Tuition reimbursement offered to pursue CFP or degree if needed.
• Ability to introduce clients to different investment strategies and assets.

Responsibilities

• Engage face-to-face with clients in the Investor Center, mentoring and planning.
• Expand reach of Fidelity’s brand with an established client base.
• Present complex investment solutions to a knowledgeable client base.
• Nurture relationships and ensure outstanding customer experience.

Skills

Relationship building

Needs discovery

Presenting complex solutions

Client trust & credibility

Coachable & collaborative

Client-centric communication

Results-driven

Investment solutions knowledge

Education

FINRA Series 7 & 66 licenses

State registrations

Job description

Fidelity Investments seeks a client-focused professional to mentor and plan with clients in our Investor Center. You will engage face-to-face, expand Fidelity’s client base, and nurture relationships while delivering tailored investment guidance.

With FINRA Series 7 & 66 licenses, you’ll present sophisticated strategies to a knowledgeable audience, ensuring an outstanding customer experience and ongoing growth for clients and the firm.