Investment Consultant - Greenville, SC
Fidelity(1 month ago)
About this role
An Investment Consultant at Fidelity works in an Investor Center helping clients make informed investment decisions and build long-term financial confidence. The role focuses on engaging existing clients and warm leads in a branch setting, using Fidelity’s guidance and planning resources to support client outcomes and relationship growth.
Required Skills
- Financial Planning
- Investment Advisory
- Client Relationship
- Consultative Sales
- Portfolio Solutions
- Proactive Outreach
- Client Education
- Appointment Management
- Follow-Up
- Guidance Tools
+2 more
Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- CFP
- Bachelor's Degree
About Fidelity
fidelity.comFidelity 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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