Financial Consultant - Hilton Head, SC

Financial Consultant

At Fidelity, we empower professional growth, flexibility, and support so you can create complex financial plans and deepen client relationships. Our business model offers a stable base salary, existing client base, and an open‑architecture product platform to help you deliver outstanding service.

Working in our Investor Center, you will engage face‑to‑face with customers, offer guidance, create personalized plans, and extend the reach of the firm's brand.

• Previous success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 63 licensed;
  Series 65 or 66 licensed and appropriate state registrations or ability to acquire Series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client‑centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions; you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

We offer a competitive total rewards package, training in‑branch, regionally, nationally, and virtually, and an on‑boarding program that ensures you never fail due to a lack of training.

• Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support customers as they reach retirement goals
• Providing comprehensive investment solutions and retirement plans to meet their current and future needs
• Effectively engaging clients through personal interactions, reflecting your communication and relationship‑building skills
• Maintaining a steadfast commitment to clients while positively impacting the community

• Series 07 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA

Sales

• Entry level

• Full‑time

• Finance and Sales

Most roles at Fidelity are hybrid, requiring associates to work onsite every other week in a Fidelity office. This does not apply to remote or fully onsite roles. The job is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws governing securities, investment, and retirement‑related financial activities, and the rules and regulations of numerous self‑regulatory organizations, including FINRA.