Wealth Planning & Client Advisor

Soteria Reinsurance Ltd.; Stamford (CT); On-site; USD 85,000 - 140,000; Full time

Job summary

Fidelity Investments in Stamford, CT, seeks a client-focused advisor to mentor clients and provide personalized financial planning. You will work onsite with an established client base, leveraging an open architecture platform to present investment solutions and deepen relationships.

The role emphasizes building trust, translating complex strategies, and delivering a superior client experience. FINRA licenses are required or can be acquired upon hire; CFP credentials are a plus.

Qualifications

• Proven ability to build relationships and uncover client needs.
• FINRA Series 7 & 66 licenses or ability to acquire upon hire; CFP helpful.
• Strong ability to translate complex investment solutions for clients.

Responsibilities

• Engage face-to-face with clients in the Investor Center to mentor and plan.
• Expand reach by nurturing existing client base and presenting solutions.

Skills

Relationship-building

FINRA Series 7 & 66

Communication skills

CFP helpful

Investment knowledge

Client-focused

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Stamford, CT, seeks a client-focused advisor to mentor clients and provide personalized financial planning. You will work onsite with an established client base, leveraging an open architecture platform to present investment solutions and deepen relationships.

The role emphasizes building trust, translating complex strategies, and delivering a superior client experience. FINRA licenses are required or can be acquired upon hire; CFP credentials are a plus.