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Financial Consultant

Client‑Focused Investment Advisor

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services leader is seeking an Investment Consultant in Mount Pleasant, SC. This role focuses on developing customized financial plans and engaging with existing clients to provide tailored investment solutions. Candidates should possess strong interpersonal and communication skills, along with a degree or relevant certifications. The position involves hybrid work and in-person attendance at the branch every other week, emphasizing client relationship growth and effective use of Fidelity's planning tools.
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