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Branch Financial Planner & Investment Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: In-Branch Financial Planner & Investment Advisor

Fidelity's Investor Center in Charlotte is seeking a client-focused advisor to mentor clients with personalized planning and investment strategies. You will engage face-to-face with an established client base, broaden the firm's reach, and leverage top resources to support client success.

The role requires FINRA Series 7 & 66 licenses (or ability to obtain them on hire) and a degree or equivalent experience.

We are seeking a motivated In-Branch Financial Planner & Investment Advisor to join Soteria Reinsurance Ltd. in Charlotte, NC, United States.

The position is based in Charlotte, NC, United States.

This opportunity is part of our work in Sales, Consulting.

The advertised compensation is 70..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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