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Onsite Financial Consultant & Client Advisor
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-30
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Location: Northern
Fidelity Investments in Alpharetta, GA is seeking a client-facing financial advisor to mentor clients with tailored planning and investment guidance. You will leverage an existing client base and institutional feeders to grow assets and provide education on strategies.
The role emphasizes relationship building, proactive guidance, and delivering an outstanding customer experience, supported by on-site training and a broad product platform.
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