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Client-Focused Financial Advisor; Series Training

Job in The Villages, Sumter County, Florida, 32162, USA
Listing for: Soteria Reinsurance Ltd.
Apprenticeship/Internship position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Client-Focused Financial Advisor (Series 7/66 Training)

Fidelity Investments in The Villages, FL seeks a Financial Representative to serve clients on the front line, delivering trusted guidance and handling lobby interactions with integrity. You will partner with clients to understand needs and introduce suitable financial solutions while upholding regulatory standards.

The role emphasizes service excellence, licensing preparation (Series 7 and 66), and strong collaboration within the team.

We are seeking a motivated Client-Focused Financial Advisor (Series 7/66 Training) to join Soteria Reinsurance Ltd. in The Villages, FL, United States.

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

The advertised compensation is 55.000 - 85.000.

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

Full responsibilities and requirements are described in the listing above.

Learn more about the Client-Focused Financial Advisor (Series 7/66 Training) role in the description above.

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