Financial Consultant - Charleston, SC

Fidelity Investments • Mount Pleasant, SC

4d • Onsite

About The Position

The Financial Consultant works face-to-face with clients in a Fidelity Investor Center, providing mentorship and personalized planning while helping expand the firm’s brand. The role supports an existing client base using Fidelity’s open-architecture product platform and financial-industry resources, and focuses on nurturing client relationships and helping clients pursue their needs. Fidelity describes its environment as supporting professional growth, flexibility, and long-term success. The position includes in-branch, regional, national, and virtual training. Fidelity is transitioning to a full-time onsite working model through a phased rollout, so onsite expectations vary by role and location and may evolve.

Requirements

• Proven success 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 investment strategies and discuss bringing together additional client assets in a positive, client-centered manner.
• Coachable, collaborative, and curious approach.
• Commitment to outstanding customer experience and helping others thrive.
• Motivation by results and finding solutions; takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP certification or degree; Fidelity’s Tuition Reimbursement program can help associates acquire one.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover clients’ needs and recommend solutions.
• Present complex financial solutions while establishing rapport and credibility.
• Introduce clients to different investment strategies through positive, client-centered discussions.
• Help bring together additional client assets.
• Deliver an outstanding customer experience and help expand the firm’s brand.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement to help acquire a degree or CFP, as described in the posting.

What This Job Offers

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