Financial Advisor: Client Planning & Growth

Soteria Reinsurance Ltd.; Beavercreek, Northern (OH, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments seeks a client-focused financial professional to mentor clients in our Investor Center and provide personalized planning. You’ll leverage an existing client base and institutional feeders, supported by an open architecture platform and top resources in the financial industry.

Role emphasizes relationship-building, presentation of investment strategies, and delivering outstanding customer experiences across a national, onsite model.

Qualifications

• Proven ability to build client relationships and uncover needs.
• Licensed with FINRA Series 7 & 66 or ability to acquire Series 66 on hire.
• Ability to present complex investment solutions to knowledgeable clients.
• Degree or equivalent experience; CFP or higher education helpful with tuition reimbursement.
• Ability to introduce clients to investment strategies and asset growth.
• Coachable, collaborative and curious with strong customer focus.
• Strong drive to deliver exceptional client experience and results.
• Extensive knowledge of investment solutions.

Responsibilities

• Mentor clients face-to-face and deliver personalized planning.
• Expand reach of Fidelity’s brand with existing client base.
• Present investment solutions and build long-term client relationships.

Skills

Relationship building

Needs discovery

Investment solutions knowledge

FINRA Series 7 & 66

CFP / degree awareness

Communication & presentation

Coachable & collaborative

Client-focused service

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments seeks a client-focused financial professional to mentor clients in our Investor Center and provide personalized planning. You’ll leverage an existing client base and institutional feeders, supported by an open architecture platform and top resources in the financial industry.

Role emphasizes relationship-building, presentation of investment strategies, and delivering outstanding customer experiences across a national, onsite model.