Financial Consultant - Hilton Head, SC

Fidelity(1 month ago)

HybridFull TimeMedior$68,294 - $91,986 (estimated)Sales

About this role

A Financial Consultant at Fidelity works with an existing client base from an Investor Center, providing personalized financial guidance and planning. The role focuses on deepening client relationships and helping clients pursue retirement and investment goals within a stable, well-supported firm environment. Fidelity provides resources, training, and an open architecture platform to support long-term success.

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Required Skills

Client Relationship Management
Financial Planning
Retirement Planning
Investment Strategies
Needs Assessment
Solution Selling
Portfolio Review
Client Meetings
Asset Gathering
Customer Experience

+2 more

Qualifications

FINRA Series 7
FINRA Series 63
FINRA Series 66

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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