Top 38 Financial advisor Jobs in Beaufort, Sc

Financial Services Representative - Hilton Head, SC
Fidelity Investments —Hilton Head Island, SC
- Full-time
- Office
- Entry level
- Paid training
Financial Advisor
First Command Financial Services, Inc. —Beaufort, SC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Planning Consultant - Hilton Head, SC
Fidelity Investments —Hilton Head, SC
- Full-time
- Mid-level
- Office
- Mentoring
10d
Financial Advisor - Bluffton, SC
TD Bank —Bluffton, SC
- $68,640 - $102,960 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Financial Advisor Associate - Bluffton, SC
TD Bank —Bluffton, SC
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor
Dividend Assets Capital —Ridgeland, SC
- Online Application
- 5 years
- Office
- Finance
Quick Apply
2d
Financial Advisor
Shift HR —Ridgeland, SC
- 5 years
- Finance
- Business development
Quick Apply
2d
Associate Advisor
Dividend Assets Capital —Ridgeland, SC
- Full-time
- Microsoft Excel
- Research
- Mid-level
Quick Apply
2d
Associate Advisor
Shift HR —Ridgeland, SC
- Microsoft Excel
- Research
- Mid-level
Quick Apply
2d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Financial Advisor
Edward Jones —Rincon, GA
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
Registered Branch Associate
Edward Jones —Savannah, GA
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
3d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor in beaufort, sc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near beaufort, sc

Financial Services Representative - Hilton Head, SC

Fidelity Investments -
Hilton Head Island, SC

Apply Now

Job Details

Full-time

Benefits

Paid training

Qualifications

Financial services customer support
Trade execution in financial markets
Serving clients
Financial transaction processing
Investment account customer support
Experience practicing in the securities industry
Withdrawals
Entry level

Full Job Description

Job Description:

Financial Services Representative

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

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.

Apply Now

Refine Your Search

financial advisor jobs in beaufort, sc

Financial Services Representative - Hilton Head, SC

Financial Advisor

Planning Consultant - Hilton Head, SC

Financial Advisor - Bluffton, SC

Financial Advisor Associate - Bluffton, SC

Financial Advisor

Financial Advisor

Associate Advisor

Associate Advisor

Empower Financial Planner

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor in beaufort, sc

Explore jobs in more locations

Job Description:

The Role

The Expertise and Skills You Bring

The Team

Certifications:

Category:

Job Seeker Tools

Employer Tools

Browse

Stay Connected