Personal Financial Planner & Advisor — Tech-Driven Guidance

Soteria Reinsurance Ltd.; Charlotte, Northern (NC, KY); Hybrid; USD 95,000 - 125,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning within Fidelity Advisory Services. You will guide clients across retirement, investments, and holistic planning using Fidelity tools, in a team-based, technology-enabled environment.

Required licenses include FINRA Series 7 and Series 63/65 or 66; insurance license within 90 days. CFP preferred, with 5+ years in financial services and a focus on client experience and practice

Qualifications

• FINRA Series 7 required.
• Series 63 and 65 or Series 66 license required or in process.
• Insurance license within 90 days of hire.
• CFP preferred.
• Minimum of 5 years in financial services; managed solutions experience preferred.
• Strong planning mindset with Fidelity’s offerings knowledge.
• Able to deliver high-quality IQ and EQ client experience through FRM mastery.
• Proven practice management and operational excellence.

Responsibilities

• Provide proactive, personalized financial planning and integrated solutions.
• Onboard recently enrolled clients and assist with complex planning goals.
• Manage routine portfolio needs and deliver end-to-end planning and advice.
• Engage clients virtually (Zoom) as default meeting format; collaborate within a team-based model.
• Develop and sustain trusted client relationships through structured guidance.

Skills

Communication

Client relationships

Appointment scheduling

Practice management

Digital tools

Zoom

Tools

Zoom

Job description

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning within Fidelity Advisory Services. You will guide clients across retirement, investments, and holistic planning using Fidelity tools, in a team-based, technology-enabled environment.

Required licenses include FINRA Series 7 and Series 63/65 or 66; insurance license within 90 days. CFP preferred, with 5+ years in financial services and a focus on client experience and practice