Financial AdvisorFidelity Investments • Beaufort, SC, United States
Financial Advisor
Fidelity Investments • Beaufort, SC, United States
15 hours ago
Job type
- Full-time
Job descriptionYou excel in introducing diverse investment strategies and enhancing overall client asset engagement. Your coachable and collaborative nature, combined with curiosity, drives your approach to client interactions. You are committed to delivering exceptional customer experiences and genuinely care about helping others succeed. You take initiative and consistently strive to exceed expectations, motivated by results and effective solutions. You possess a comprehensive understanding of various investment solutions. Your integrity, insight, and excellent interpersonal skills enable you to guide clients towards their retirement goals. Providing comprehensive investment solutions and retirement plans tailored to client needs both now and in the future. Engaging clients through meaningful interactions that highlight your relationship-building capabilities. Your dedication to your clients reflects a commitment to making a positive impact in the community.
Are you ready to make a real impact on clients' financial futures while focusing on relationship building? Join a team at Fidelity where you can leverage an existing client base and business model that sets you up for success. We prioritize your professional growth and work-life balance, enabling you to concentrate on creating complex financial plans and deepening client relationships.
The Purpose of Your Role
As part of our Investor Center team, you will meet face-to-face with clients to offer tailored guidance and financial planning. With the firm’s strong brand and support system, you can nurture established relationships and provide exceptional service.
The Expertise We're Looking For
- A proven track record in relationship building, identifying client needs, and providing suitable financial solutions.
- Possession of FINRA Series 7 and 63 licenses; Series 65 or 66 licenses are desirable or must be obtained upon hiring.
- The ability to communicate complex financial solutions effectively while establishing trust and credibility with clients.
- A degree or professional certifications are advantageous; Fidelity offers a Tuition Reimbursement program to pursue qualifications like the CFP.
The Skills You Bring
Our Investments in You
At Fidelity, we recognize that our greatest asset is our people. We offer a competitive salary and a benefits package designed to help you and your family achieve a healthy work-life balance. Training opportunities are available locally, regionally, nationally, and virtually to support your success from day one.
The Value You Deliver
Location : Fidelity, Hilton Head, SC
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Financial Advisor • Beaufort, SC, United States
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