Client-Focused Investment Advisor

Soteria Reinsurance Ltd.; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Kentucky is seeking a licensed financial professional to mentor clients and deliver personalized planning. You will engage face-to-face with a growing client base, presenting investment strategies and expanding the firm’s reach with an existing client network.

The role requires FINRA Series 7 and 66 licenses or the ability to acquire Series 66 upon hire, with CFP or related degree helpful.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Ability to present complex investment solutions to a knowledgeable client base.
• Coachable, collaborative approach with a passion for client success.

Responsibilities

• Mentor and provide personalized financial planning to clients.
• Engage face-to-face with clients, expanding Fidelity's client base.
• Present investment strategies and build rapport with credibility.
• Support growth by bringing additional client assets through thoughtful conversations.

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Client solution presentation

Coachable/collaborative

Customer experience focus

Regulatory registrations

Strong communication

Education

Bachelor's degree or equivalent experience

CFP certification helpful

Job description

Fidelity Investments in Kentucky is seeking a licensed financial professional to mentor clients and deliver personalized planning. You will engage face-to-face with a growing client base, presenting investment strategies and expanding the firm’s reach with an existing client network.

The role requires FINRA Series 7 and 66 licenses or the ability to acquire Series 66 upon hire, with CFP or related degree helpful.