Wealth Management Consultant
4 weeks ago
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
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
The Skills You Bring
Ability to thoughtfully introduce your 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
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 ourbenefit programsare 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
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to
Find Your Fidelity
at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
We welcome those with experience in jobs such as Staff Accountant, Accounting Manager, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
#J-18808-Ljbffr
-
Hilton Head Island, United States Fidelity Investments Full timeWealth Management Consultant Fidelity Investments Hilton Head, United States Wealth Management Consultant Fidelity Investments Hilton Head, United States Posted 1 day ago Permanent Competitive Wealth Management Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex...
-
Wealth Management Consultant
1 week ago
Hilton Head Island, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Management Consultant
4 weeks ago
Hilton Head, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Management Client Associate
1 week ago
Hilton Head Island, South Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Wealth Management Client Associate
1 month ago
Hilton Head Island, South Carolina, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Online Sales Consultant
1 day ago
Hilton Head Island, United States Toll Brothers Full timeToll Brothers, America's leading luxury home builder, seeks an Online Sales Consultant to manage all aspects of online sales for our operations in North Carolina and South Carolina. This position will be based at our in office located in Hilton Head, Sales Consultant, Sales, Consultant, Customer Experience, Online, Operations, Technology, Construction
-
Wealth Planner
1 week ago
Hilton Head, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Planner
2 weeks ago
Hilton Head, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Wealth Planner
4 weeks ago
Hilton Head, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Senior Client Service Associate
3 weeks ago
Mercer Island, United States Coldstream Wealth Management Full timeJob DescriptionJob DescriptionAre you looking for an opportunity to advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple Wealth Managers (financial advisors) and high net worth clients and will have multiple career paths to choose from.This position is located on...
-
Senior Client Service Associate
1 week ago
Mercer Island, United States Coldstream Wealth Management Full timeJob DescriptionJob DescriptionAre you looking for an opportunity to advance your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple Wealth Managers (financial advisors) and high net worth clients and will have multiple career paths to choose from.This position is located on...
-
Wealth Planner
2 days ago
Hilton Head, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Investment Consultant
4 weeks ago
Hilton Head Island, United States Fidelity TalentSource LLC Full timeJob 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...
-
Investment Consultant
3 weeks ago
Hilton Head Island, United States Fidelity TalentSource LLC Full timeJob 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...
-
Investment Consultant
1 month ago
Hilton Head Island, United States Fidelity TalentSource LLC Full timeJob 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...
-
Investment Consultant
2 weeks ago
Hilton Head Island, United States Fidelity Talentsource Llc Full timeJob 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...
-
Lactation Consultant Prn Days
2 months ago
Hilton Head Island, United States Hilton Head Regional Medical Center Full time**CERTIFIED LACTATION CONSULTANT (IBCLC) PRN DAYS** **About Hilton Head Regional Healthcare** **About Hilton Head Hospital** **Licensed Lactation Consultant PRN Days Position Summary** Provides professional leadership and advanced knowledge in the practice of lactation management. Assesses patient’s needs, diagnoses lactation problems, plans and...
-
Family Care Consultant
3 weeks ago
Hilton Head Island, United States Memory Matters Full timeJob DescriptionJob DescriptionRole DescriptionThis is a full-time on-site role as a Family Care Consultant at Memory Matters in the Hilton Head Island, SC office. As a Family Care Consultant, you will provide support and guidance to families of individuals with memory disorders. Your day-to-day tasks will include conducting assessments, developing care...
-
Family Care Consultant
3 weeks ago
Hilton Head Island, United States Memory Matters Full timeJob DescriptionJob DescriptionRole DescriptionThis is a full-time on-site role as a Family Care Consultant at Memory Matters in the Hilton Head Island, SC office. As a Family Care Consultant, you will provide support and guidance to families of individuals with memory disorders. Your day-to-day tasks will include conducting assessments, developing care...
-
Family Care Consultant
1 week ago
Hilton Head Island, United States Memory Matters Full timeJob DescriptionJob DescriptionRole DescriptionThis is a full-time on-site role as a Family Care Consultant at Memory Matters in the Hilton Head Island, SC office. As a Family Care Consultant, you will provide support and guidance to families of individuals with memory disorders. Your day-to-day tasks will include conducting assessments, developing care...