Job Description
:
Investment Consultant
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA
Investment Consultant - Hilton Head Island, SC • Hilton Head Island, SC, US
AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified CT Tech in HILTON HEAD ISLAND, South Carolina, 29926!.Job Description & Requirements.Computed Tomography Technologi... Mostrar más
Your job? To make the fun and keep it coming! As a Full-Time Recreation Lifeguard at Disney's Hilton Head Island Resort in South Carolina, you are the person our guests turn to when they want to tr... Mostrar más
Are you looking for a flexible, rewarding opportunitythat allows you to be your own boss and take control of your schedule? CISGroup is seeking motivated, detail-oriented individuals to join our te... Mostrar más
Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.Maximize yo... Mostrar más
Sales Consultant/h2pImperial Dade is the leading independently owned and operated distributor of foodservice packaging and janitorial supplies in North America.As a provider of customized supply ch... Mostrar más
At Disney's Hilton Head Island Resort, our part-time Housekeeping Hosts/Hostesses do so much more than keep guests' rooms impeccably clean; They draw upon their natural friendliness and authentic w... Mostrar más
At Disney’s Hilton Head Island Resort, our part-time Housekeeping Hosts/Hostesses do so much more than keep guests’ rooms impeccably clean; They draw upon their natural friendliness and authentic w... Mostrar más
Cleans and maintains all lobbies and public restrooms.Sweeps and mops carpets, lobby entrance.Polishes furniture and fixtures.Vacuums and polishes elevators.Keeps the front of the hotel free from t... Mostrar más
Specialty Professional Services .AlliedTravelCareers is working with Specialty Professional Services to find a qualified LSW in Hilton Head Island, South Carolina, 29928!.Our Client is currently se... Mostrar más
Hilton Head Island is a magical place.With one of the top 10 family beaches in the U.Hilton Head Island offers a relaxing, laid-back and welcoming vibe that makes it a perfect vacation destination.... Mostrar más
Job Summary: At Disney's Hilton Head Island Resort, our part-time Housekeeping Hosts/Hostesses do so much more than keep guests' rooms impeccably clean; They draw upon their natural friendliness a... Mostrar más
Looking to Supplement Your Income orJust Be Productive? Become an Independent Residential Insurance Inspector with CIS Group!.Are you looking for a flexible, rewarding opportunity that allows you t... Mostrar más
We are looking for a sales representative to work our extensive portfolio in Hilton Head/Beaufort/Bluffton in South Carolina.The purpose of the Sales Representative is to provide our customers with... Mostrar más
At Disney’s Hilton Head Island Resort, our part-time Housekeeping Hosts/Hostesses do so much more than keep guests’ rooms impeccably clean; They draw upon their natural friendliness and authentic w... Mostrar más
At Disney's Hilton Head Island Resort, our part-time Housekeeping Hosts/Hostesses do so much more than keep guests' rooms impeccably clean; They draw upon their natural friendliness and authentic w... Mostrar más
Hilton Head Island is a magical place.With one of the top 10 family beaches in the U.Hilton Head Island offers a relaxing, laid-back and welcoming vibe that makes it a perfect vacation destination.... Mostrar más
Are you a new real estate agent looking to grow your skills, or an experienced agent wanting more flexibility? Our Associate Agent role lets you work with customers on your schedule and make money ... Mostrar más
Location: Bluffton, South Carolina.The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives.The Sales Associate will model and m... Mostrar más
AlliedTravelCareers is working with Zack Group Healthcare to find a qualified Physical Therapist (PT) in Hilton Head Island, South Carolina, 29928!.Looking For Tue-sat, wed-Sunday, LTC, ALF and IL ... Mostrar más
You will enjoy working in this delightful community that combines genuine Southern hospitality and living with a trickle of local attractions that will appeal to coastal and outdoor lovers of all v... Mostrar más
