- 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
- 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
-
Investment Consultant
1 week ago
Soteriare Hilton Head Island, United StatesInvestment Consultant - Hilton Head Island, SC page is loaded · Investment Consultant - Hilton Head Island, SC · Apply · locations · Hilton Head Island, SC · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Cons ...
-
Investment Consultant
1 week ago
Fidelity Talentsource Llc Hilton Head Island, United StatesJob 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 importan ...
-
Maintenance Director
1 week ago
LCS Senior Living Hilton Head Island, United StatesWhen you work at The Bayshore on HHI, you have a front-row seat to the amazing life stories of the wisest people on earth. What's more, you are part of an extraordinary company - one that's investing in the future of senior living by investing in you. Don't just do a job. Be part ...
-
Relationship Manager
2 days ago
Fidelity TalentSource LLC Hilton Head Island, United States· Job Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, po ...
-
Financial Consultant
1 day ago
Fidelity Talentsource Llc Hilton Head Island, United StatesJob 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 ...
-
Financial Consultant
1 day ago
Fidelity Investments Hilton Head Island, United StatesJob 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 w ...
-
Retail Banker
3 days ago
TD Bank Group Hilton Head Island, United StatesWork Location: · Hilton Head Island, South Carolina · Hours: · 40 · Pay Details: · USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are consid ...
-
Retail Banker
1 week ago
TD Bank Group Hilton Head Island, United StatesWork Location: · Hilton Head Island, South Carolina · Hours: · 40 · Pay Details: · USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are consid ...
-
Senior Financial Advisor
1 week ago
Skyline Solutions Tybee Island, United StatesMLP is looking for a Senior Financial Advisor (m/f/d) with a focus on medical clients in Dortmund or Bochum, Germany. · A meaningful and fulfilling role: · - You will take over an existing, high-quality client base as an independent financial advisor (m/f/d) in one of our offices ...
-
Automotive Sales Consultant
1 week ago
Stokes Toyota Hilton Head Bluffton, United StatesStokes Toyota of Hilton Head is seeking a motivated and personable Sales Consultant to join our sales team · $10,000 training pay and no experience necessary as we will train you We are also willing to offer a sign on bonus for qualified applicants We are proud to be the highest ...
-
Virentes Partners Group LLC Savannah, United StatesASSOCIATE DIRECTOR OF CORPORATE DEVELOPMENT AND FINANCIAL ANALYSIS · (Remote work in your location with required travel) · Position Summary: · As a key member of the leadership team, the Associate Director of Corporate Development and Financial Analysis will work with the team t ...
-
Performance Associate
5 days ago
IPS, LLC Savannah, United StatesJob Description · Job DescriptionPosition · Performance Associate · Job Description · Full-time (in-office) position for an institutional investment consulting firm in either Savannah, GA or Newtown, PA. · Primary Responsibility · The primary responsibility of the Performance Ass ...
-
Johnson Service Group Rincon, United StatesJob Description · Job Description · Job Description · Johnson Service Group (JSG) is seeking a Electrical Lead 1 or Electrical Startup Lead 1 in Rincon, GA. · Electrical Lead 1 or Electrical Startup Lead 1 · Estimated duration: 12 months · Location: Plant McIntosh, Rincon, GA an ...
-
Virentes Partners Group LLC Savannah, United StatesASSOCIATE DIRECTOR OF CORPORATE DEVELOPMENT AND FINANCIAL ANALYSIS · (Remote work in your location with required travel) · Position Summary: · As a key member of the leadership team, the Associate Director of Corporate Development and Financial Analysis will work with the team ...
-
Marketing/E-Marketing Intern
5 days ago
Dividend Assets Capital Ridgeland, United StatesJob Description · Job DescriptionAbout us: Dividend Assets Capital, LLC is an employee-owned boutique wealth management and investment management firm based in the heart of South Carolina's low country. With over a 40-year history of successful dividend growth investing at our fo ...
-
Rehab Registered Nurse
5 days ago
Supplemental Health Care Savannah, GA, United StatesJob Description: · As one of the largest Healthcare jobs placement agencies in the U.S., Supplemental Health Care has been partnering with RNs for more than 30 years. We're now seeking Registered Nurses for openings at a Rehab facility in Savannah, Georgia. Our goal is to help op ...
-
Structural Mechanic I
1 week ago
PDS Tech Commercial Savannah, United StatesJob Description · Job DescriptionTake your career to new heights PDS Tech Commercial Inc is hiring a Structural Mechanic I in Savannah, GA. Join a team known for elevating careers · Job Title: Structural Mechanic I · Job Type: Full Time; Consultant · Location: Savannah, GA · Sche ...
-
Wealth Planner
1 week ago
Queensborough National Bank & Trust Co. Savannah, United StatesDeliver personalized investment solutions to help clients work toward their long-term financial goals.Develop and deepen client relationships and establish relationships with customers and offer appropriate solutions to their financial needs.Coach & mentor branch network.Integrat ...
-
lab specialist
1 week ago
HCA Savannah, GA, United StatesIntroduction · Do you want to join an organization that invests in you as a Lab Specialist? At Memorial Health University Medical Center, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three ye ...
-
PDS Tech Commercial Savannah, United StatesJob Description · Job DescriptionPDS Tech Commercial is hiring an Aircraft Structures MRB Engineer in Savannah, GAJob Title: Aircraft Structures MRB Engineer · Job Type: Full Time; Contract; Onsite · Location: Savannah, GA · Schedule: 1st Shift · Pay Rate: 85.00 per hour · Educat ...
Investment Consultant - Hilton Head Island, United States - Fidelity TalentSource LLC
Description
Job Description:
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 RoleWorking 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\u2018s 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 ForFidelity 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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 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 DeliverIn this role you will work directly with clients to help them make investment decisions that are in their best interest.\u00A0 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.
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
Glassdoor Employees Choice Award , 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model 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,
detailed in this document , 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
, or by calling , prompt 2, option 3.