Financial Consultant — Client-Focused Wealth Planning

Soteria Reinsurance Ltd.; Greensboro (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in Greensboro, NC seeks a Financial Consultant to mentor clients, craft personalized planning, and grow the firm."s presence with an existing client base. The role emphasizes relationship-building, comprehensive investment solutions, and adherence to FINRA licensing requirements.

The position involves onsite engagement, ongoing training, and a commitment to delivering exceptional customer service while coordinating with internal teams to meet client needs.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Degree or equivalent experience and/or CFP or other professional certifications are helpful; Tuition Reimbursement available to pursue.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Coachable, collaborative, and curious; committed to outstanding customer experience and results.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand the firm"s reach by leveraging an existing client base and institutional feeders of business.
• Present investment solutions to clients and bring in additional assets through client discussions.

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Financial advisory experience

State registrations

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Greensboro, NC seeks a Financial Consultant to mentor clients, craft personalized planning, and grow the firm."s presence with an existing client base. The role emphasizes relationship-building, comprehensive investment solutions, and adherence to FINRA licensing requirements.

The position involves onsite engagement, ongoing training, and a commitment to delivering exceptional customer service while coordinating with internal teams to meet client needs.