Onsite Financial Advisor - Client-Focused Planning

Soteria Reinsurance Ltd.

Dunwoody, Northern (GA, KY)

Hybrid

USD 65,000 - 95,000

Full time

6 days ago

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Benefits offered by this job

Stable base salary

Training in-branch and regionally

Onsite working model

Job summary

Fidelity Investments in Dunwoody, GA is seeking a Financial Consultant to meet with clients in person at the Investor Center, delivering personalized planning and mentorship. You will cultivate relationships, expand assets and work with an established base and resources to provide tailored investment solutions.

The ideal candidate holds FINRA Series 7 and 66 licenses (or can acquire Series 66 on hire), a degree or equivalent experience, and demonstrates strong communication, coaching, and

Qualifications

Proven ability to build relationships and uncover client needs.
FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
Degree or equivalent experience; CFP helpful; Tuition Reimbursement may assist.

Responsibilities

Meet with clients face-to-face in the Investor Center to provide mentorship and planning.
Introduce clients to investment strategies and expand assets using available resources.
Deliver an outstanding client experience with clear, credible communication.

Skills

Relationship building

Consultative selling

FINRA Series 7 & 66 licensed

State registrations

Clear communication

Client needs assessment

Investment solutions knowledge

Coachable & collaborative

Education

Bachelor's degree or equivalent

CFP certification

Finance-related degree or background

Job description

The ideal candidate holds FINRA Series 7 and 66 licenses (or can acquire Series 66 on hire), a degree or equivalent experience, and demonstrates strong communication, coaching, and

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