Fidelity Investments
Financial Consultant - Hilton Head, SC
Fidelity Investments, Hilton Head Island, South Carolina, us, 29938
Financial Consultant
At Fidelity, we empower professional growth, flexibility, and support so you can create complex financial plans and deepen client relationships. Our business model offers a stable base salary, existing client base, and an open‑architecture product platform to help you deliver outstanding service.
The Purpose of Your Role Working in our Investor Center, you will engage face‑to‑face with customers, offer guidance, create personalized plans, and extend the reach of the firm's brand.
The Expertise We’re Looking For
Previous success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations or ability to acquire Series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client‑centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions; you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You We offer a competitive total rewards package, training in‑branch, regionally, nationally, and virtually, and an on‑boarding program that ensures you never fail due to a lack of training.
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support customers as they reach retirement goals
Providing comprehensive investment solutions and retirement plans to meet their current and future needs
Effectively engaging clients through personal interactions, reflecting your communication and relationship‑building skills
Maintaining a steadfast commitment to clients while positively impacting the community
Certifications
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
Category Sales
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Most roles at Fidelity are hybrid, requiring associates to work onsite every other week in a Fidelity office. This does not apply to remote or fully onsite roles. The job is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws governing securities, investment, and retirement‑related financial activities, and the rules and regulations of numerous self‑regulatory organizations, including FINRA.
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The Purpose of Your Role Working in our Investor Center, you will engage face‑to‑face with customers, offer guidance, create personalized plans, and extend the reach of the firm's brand.
The Expertise We’re Looking For
Previous success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations or ability to acquire Series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client‑centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions; you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You We offer a competitive total rewards package, training in‑branch, regionally, nationally, and virtually, and an on‑boarding program that ensures you never fail due to a lack of training.
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support customers as they reach retirement goals
Providing comprehensive investment solutions and retirement plans to meet their current and future needs
Effectively engaging clients through personal interactions, reflecting your communication and relationship‑building skills
Maintaining a steadfast commitment to clients while positively impacting the community
Certifications
Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA
Category Sales
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Finance and Sales
Most roles at Fidelity are hybrid, requiring associates to work onsite every other week in a Fidelity office. This does not apply to remote or fully onsite roles. The job is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws governing securities, investment, and retirement‑related financial activities, and the rules and regulations of numerous self‑regulatory organizations, including FINRA.
#J-18808-Ljbffr