Financial Planning Consultant — In-Branch Client Advisor
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-07-29
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Consultant to engage face-to-face with clients, offering mentorship and personalized planning within an established client base. You will expand the firm’s reach by leveraging institutional feeders and delivering tailored investment solutions.
The role requires FINRA Series 7 & 66 licenses (or ability to acquire Series 66) and a strong, client-centered approach. CFP or related certifications are helpful, with tuition reimbursement available for ongoing
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