Financial Planner — CFP Path & Tuition Reimbursement

Soteria Reinsurance Ltd.; West Hartford (CT); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Tuition reimbursement

Training programs

Job summary

Fidelity Investments is seeking a Financial Consultant to engage with clients in-person, offering personalized financial planning and investment guidance. You will leverage an open architecture platform and a broad product suite while expanding relationships with an existing client base.

The role emphasizes relationship-building skills, the ability to present complex solutions, and a commitment to delivering outstanding client experiences.

Qualifications

• Previous 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.
• CFP or degree helpful; Tuition Reimbursement program can help obtain one.

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning.
• Help extend the reach of the firm's brand and develop complex financial plans.
• Mentor clients and provide comprehensive investment solutions and retirement planning.

Skills

Relationship building

Communication

Investment knowledge

Presentation

Client consulting

Education

CFP certification

Bachelor's degree

Tools

FINRA licenses

Job description

Fidelity Investments is seeking a Financial Consultant to engage with clients in-person, offering personalized financial planning and investment guidance. You will leverage an open architecture platform and a broad product suite while expanding relationships with an existing client base.

The role emphasizes relationship-building skills, the ability to present complex solutions, and a commitment to delivering outstanding client experiences.