Financial Consultant - Charleston, SC

Fidelity Investments Inc.; Mount Pleasant (SC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Tuition Reimbursement

Onsite training

Job summary

Fidelity Investments Inc. seeks a Financial Consultant to work in our Investor Center, engaging clients face-to-face and delivering personalized financial planning.

You will mentor clients, expand the firm's brand, and leverage an established client base with top resources in the financial industry. We provide an open architecture product platform, a rigorous support system, and opportunities for professional growth as you build lasting client relationships and help clients navigate investment

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed (or ability to acquire Series 66 on hire).
• Ability to present complex investment solutions to knowledgeable clients.
• Degree or equivalent experience; CFP or degree helpful; tuition reimbursement to help obtain one.
• Ability to introduce clients to different investment strategies and assets.
• Coachable, collaborative and curious mindset.
• Committed to delivering outstanding customer experience and results.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Expand the firm’s reach by nurturing relationships with an existing client base.
• Present and discuss investment solutions and strategies with clients.
• Provide excellent customer experience and support long-term client success.

Skills

Relationship building

FINRA Series 7 & 66

Investment knowledge

Client-focused communication

Coachable & collaborative

Results-driven

Education

Bachelor's degree or equivalent

CFP candidate/ certification helpful

Job description

Job Description:

Financial Consultant

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business 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, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.