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Client-First Financial Advisor

Job in Durham, Durham County, North Carolina, 27703, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Fidelity is seeking a Financial Representative in Durham, NC to be the face of the branch, delivering exceptional client service and building long-lasting relationships. You will handle front lobby transactions, assess client needs, and identify opportunities to deepen engagement while supporting the branch’s success.

Comprehensive training for required licenses (Series 7 & 66) will be provided. The role emphasizes technology adoption, attention to detail, and strong interpersonal skills to

We have an opening for a Client-First Financial Advisor in Durham, NC, United States within Finance, Sales.

We would love to welcome a new Client-First Financial Advisor to our organisation in Durham, NC, United States.

For the Client-First Financial Advisor position at Soteria Reinsurance Ltd., we are reviewing applications now.

Step into the Client-First Financial Advisor role at Soteria Reinsurance Ltd. in Durham, NC, United States and grow with us.

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