Financial Consultant - Lehigh Valley, PA

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

## Job Description:Note: Fidelity will not provide immigration sponsorship for this position.## **The Role**Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.## **The Expertise and Skills You Bring*** 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* Ability to present complex solutions to a knowledgeable client base while building rapport and credibility* Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one* Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions* Coachable, collaborative, and curious are key attributes* Committed to delivering an outstanding customer experience with a passion for seeing others thrive* Motivated by results and finding solutions, takes initiative and exceeds customer expectations* Extensive knowledge of investment solutions## ## **The Team**Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Sales