Financial Planning & Investment Advisor

Soteria Reinsurance Ltd.; Northern (KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Fidelity’s Investor Center in Cleveland East, OH seeks a Financial Consultant to advise clients face-to-face, craft personalized financial plans, and grow assets within an open-architecture platform.

The role emphasizes relationship-building, regulatory compliance, and delivering a superior client experience. Series 7/66 licensing required or achievable on hire; on-site role with training support.

Qualifications

• FINRA Series 7 and 66 licensed or ability to acquire Series 66 upon hire
• Ability to present complex financial solutions to clients
• Strong relationship-building and planning skills
• Experience in guiding clients through investment strategies and retirement planning

Responsibilities

• Engage face-to-face with clients in Investor Center, offering guidance and personalized planning
• Grow client base by deepening relationships and uncovering client needs
• Present investment solutions and retirement plans using an open-architecture platform
• Collaborate with support teams to deliver outstanding customer experiences and grow assets
• Maintain regulatory compliance and stay current with FINRA and state requirements

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Financial planning

Education

Bachelor's degree

Job description

Fidelity’s Investor Center in Cleveland East, OH seeks a Financial Consultant to advise clients face-to-face, craft personalized financial plans, and grow assets within an open-architecture platform.

The role emphasizes relationship-building, regulatory compliance, and delivering a superior client experience. Series 7/66 licensing required or achievable on hire; on-site role with training support.