Financial Consultant - Charlotte, NC
Company: Fidelity Investments
Location: Monroe
Posted on: February 19, 2026
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Job Description:
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 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 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 66 - FINRA Category:
Sales Most roles at Fidelity are Hybrid, requiring associates to
work onsite every other week (all business days, M-F) in a Fidelity
office. This does not apply to Remote or fully Onsite roles. Please
be advised that Fidelity’s business is governed by the provisions
of the Securities Exchange Act of 1934, the Investment Advisers Act
of 1940, the Investment Company Act of 1940, ERISA, numerous state
laws governing securities, investment and retirement-related
financial activities and the rules and regulations of numerous
self-regulatory organizations, including FINRA, among others. Those
laws and regulations may restrict Fidelity from hiring and/or
associating with individuals with certain Criminal Histories.
Keywords: Fidelity Investments, Rock Hill , Financial Consultant - Charlotte, NC, Sales , Monroe, South Carolina
