Client-Focused Financial Solutions Advisor

Soteria Reinsurance Ltd.; Albuquerque (NM); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch and regional training

Competitive total rewards package

Job summary

Fidelity Investments is seeking a client-focused professional to mentor clients and provide personalized financial planning in our Investor Center. You will leverage an existing client base and institutional feeders, expanding the brand's reach through trusted relationships and tailored investment solutions.

A strong track record in relationship management, Series 7/66 licensing (or ability to obtain upon hire), and CFP or related certification are advantageous.

Qualifications

• Must hold FINRA Series 7 and 66 licenses or be able to acquire Series 66 upon hire.
• Proven success in building relationships, uncovering needs and recommending solutions.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or related certification is helpful.
• Coachable, collaborative and client-focused approach.
• Commitment to delivering outstanding customer experiences and growing assets.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand the firm's reach by nurturing relationships with an existing client base.
• Present investment strategies and coordinate with clients to grow assets.
• Deliver an outstanding customer experience and drive results.
• Collaborate with team to ensure high-quality guidance and service.

Skills

Relationship building

Series 7 & 66 licensed

Presenting complex solutions

CFP or degree helpful

Coachable & collaborative

Customer-focused mindset

Investment solutions knowledge

Education

Bachelor's degree or equivalent

CFP certification helpful

Job description

Fidelity Investments is seeking a client-focused professional to mentor clients and provide personalized financial planning in our Investor Center. You will leverage an existing client base and institutional feeders, expanding the brand's reach through trusted relationships and tailored investment solutions.

A strong track record in relationship management, Series 7/66 licensing (or ability to obtain upon hire), and CFP or related certification are advantageous.