Wealth Planner & Client Growth Advisor

Soteria Reinsurance Ltd.; Johnson City (TN); Hybrid; USD 60,000 - 110,000; Full time

Job summary

Fidelity’s Investor Center in Johnson City, TN is seeking a client-focused financial professional to mentor clients face-to-face, assess needs, and craft personalized planning strategies. You will grow relationships using an open architecture product platform and leverage institutional resources to deliver tailored investment solutions.

The role emphasizes strong communication, regulatory licensing (Series 7/66) or ability to acquire, and a dedication to outstanding client service.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Degree or equivalent experience; CFP or degree beneficial; Tuition Reimbursement offered.
• Ability to present complex investment solutions to knowledgeable clients.
• Client-centered discussions and a collaborative mindset.

Responsibilities

• Mentor clients face-to-face and provide personalized planning.
• Expand Fidelity's brand through active relationship development.
• Leverage an open architecture platform to tailor investment solutions.

Skills

Relationship-building

FINRA Series 7 & 66

Licenses ready/Series 66 on hire

Complex solutions presentation

Client-centered discussions

Coachable & collaborative

Customer experience mindset

Investment solutions knowledge

Education

Bachelor's degree or equivalent experience

Job description

Fidelity’s Investor Center in Johnson City, TN is seeking a client-focused financial professional to mentor clients face-to-face, assess needs, and craft personalized planning strategies. You will grow relationships using an open architecture product platform and leverage institutional resources to deliver tailored investment solutions.

The role emphasizes strong communication, regulatory licensing (Series 7/66) or ability to acquire, and a dedication to outstanding client service.