Financial Consultant - Hilton Head, SC
Fidelity Investments4 days ago
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HybridFull-timeEntry
Summary
Fidelity Investments is seeking a Financial Consultant to join their team in Hilton Head, SC. The role focuses on engaging with customers to provide personalized financial planning and guidance.
About the Role
As a Financial Consultant, you will work in the Investor Center, interacting face-to-face with clients to offer tailored financial solutions. You will leverage Fidelity's resources and existing client base to deepen relationships and create complex financial plans, while also extending the firm's brand.
About You
Required:
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships and recommending financial solutions.
Preferred:
- Degree and/or other professional certifications; CFP or degree preferred.
- Extensive knowledge of investment solutions.
Benefits
- Competitive total rewards package including a stable base salary.
- Training in-branch, regionally, nationally, and virtually.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Hilton Head Island, SC