Top 21 Wealth manager Jobs in Bluffton Sc

Financial Services Representative - Hilton Head, SC
Fidelity Investments —Hilton Head Island, SC
- Full-time
- Office
- Entry level
- Paid training
Financial Advisor - Savannah, GA
Georgia Financial Advisors —Savannah, GA
- From $100,000 a year
- Weekends as needed
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
Quick Apply
Wealth Management Trainee (GA)
Bankers Life —Savannah, GA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Employee Benefits Financial Analyst
HUB International —Bluffton, SC
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Paid parental leave
5d
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
First Command Financial Services, Inc. —Beaufort, SC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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
VP, Financial Consultant - Savannah, GA
Charles Schwab —Savannah, GA
- $70,000 - $90,000 a year
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
Northwestern Mutual —Savannah, GA
- $70,000 - $120,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid training
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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RELATIONSHIP BANKER - BLUFFTON
SOUTH ATLANTIC BANK —Bluffton, SC
Processes customer transactions, receives and disburses cash accurately, maintains a cash drawer and balances daily. Balances branch cash; prepares CTR forms.
Quick Apply
New Car Finance Manager
Hilton Head Buick GMC Cadillac —Bluffton, SC
Valid driver’s license required as well as clean driving record. Discuss with customers their specific finance needs. Secure financing for potential deals.

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Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
Strong understanding of ABF credit and legal terminology, markets, underwriting corporate/securitized credit, including experience in credit and legal…
$150,000 - $222,000 a year
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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wealth manager jobs near bluffton sc

Financial Services Representative - Hilton Head, SC

Fidelity Investments -
Hilton Head Island, SC

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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.

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Refine Your Search

wealth manager jobs in bluffton sc

Financial Services Representative - Hilton Head, SC

Financial Advisor - Savannah, GA

Wealth Management Trainee (GA)

Employee Benefits Financial Analyst

Financial Advisor Associate - Bluffton, SC

Financial Advisor

Financial Advisor - Bluffton, SC

VP, Financial Consultant - Savannah, GA

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions