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Fidelity Bank · 2 days ago

Investment Consultant - Charleston, SC

Mt. Pleasant, SC

Full-time

Onsite

Mid Level

Fidelity Bank is a stable industry leader in financial services, committed to making a difference in the lives of clients. The Investment Consultant role involves developing customized financial plans and engaging with existing clients to provide investment solutions and grow relationships.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment and knowledge of products

Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

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

Grow relationships through proactive outreach and seek to understand clients’ goals and objectives

Refer clients to a wealth management partner based on needs and financial complexity

Qualification

Series 7 licenseSeries 66 licenseFinancial planningInvestment solutionsConsultative skillsInterpersonal skillsCommunication skills

Required

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