Financial Consultant - Charleston, SC

Fidelity • Mt. Pleasant, SC

2d

About The Position

The Financial Consultant works in a Fidelity Investor Center, engaging face-to-face with clients to provide mentorship and personalized planning while helping expand the firm’s brand. The role involves nurturing relationships with an existing client base and making use of Fidelity’s institutional business feeders, open-architecture product platform, and financial-industry resources.

Fidelity provides support for professional growth and flexibility, along with training in-branch, regionally, nationally, and virtually. The company offers a competitive total rewards package, including a stable base salary and benefits designed to support associates and their families.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets through client-centered discussions.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience, with a passion for helping others thrive.
• Motivated by results, takes initiative, and exceeds customer expectations.
• Must meet applicable legal and regulatory requirements; certain criminal histories may restrict hiring or association with Fidelity.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• CFP certification or a degree; Fidelity’s Tuition Reimbursement program may help associates acquire one if they do not already have it.
• Coachable, collaborative, and curious attributes.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend solutions.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Help expand the reach of Fidelity’s brand.
• Deliver an outstanding customer experience and find solutions that exceed customer expectations.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefits designed to help associates and their families strike the right balance.
• Tuition Reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed