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Investment Advisor – Client‑Focused Financial Planning
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-06
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking an Investment Consultant in Gilbert, AZ, who will work out of the new office opening 9/28/26. You will create financial plans and engage with clients using Fidelity's resources, focusing on relationship-building rather than sourcing new customers.
The role requires a solid understanding of investment products, strong interpersonal skills, and the ability to effectively communicate. Training will be provided, ensuring you feel comfortable navigating Fidelity's tools.
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