Strategic Financial Planning Consultant

Soteria Reinsurance Ltd.

Northern (KY)

Hybride

USD 90 000 - 130 000

Plein temps

Il y a 3 jours

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Résumé du poste

Fidelity Investments invites applications for a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions for Fidelity Advisory Services clients. You will guide clients through retirement, investments, and holistic portfolio strategy within a technology-enabled, team-based service model.

The role focuses on onboarding and managing a range of clients, including those with complex goals, while delivering high-quality guidance using Fidelity’s

Qualifications

FINRA Series 7 required.
FINRA Series 63 and 65 or Series 66 licensed.
Insurance license within 90 days of hire.
Certified Financial Planner (CFP) preferred.
Minimum of 5 years of previous financial services experience; managed solutions experience preferred.

Responsabilités

Onboarding recently enrolled clients and serving clients with complex planning goals.
Guide Fidelity clients with managed portfolios and provide end-to-end advice.
Deliver proactive, personalized planning using Fidelity tools and solutions.
Manage time, workflow, and follow-through in a team-based service model.
Schedule and conduct pre-scheduled guidance appointments and proactive outreach.

Connaissances

FINRA Series 7

FINRA Series 63/65 or Series 66

Insurance license

CFP preferred

5+ years financial services

Planning and Advice mindset

FRM mastery

Practice management

Description du poste

The role focuses on onboarding and managing a range of clients, including those with complex goals, while delivering high-quality guidance using Fidelity’s

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