Top 12 Cfp Jobs in Charleston, Sc

Financial Consultant - Charleston, SC
Fidelity Investments —Mount Pleasant, SC
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
7d
Associate Financial Planner (CFP ®)
Oak Street Advisors —Mount Pleasant, SC
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Mount Pleasant, SC
- $55,000 - $60,000 a year
- Microsoft Excel
- Writing skills
- Research
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Charleston, SC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Wealth Management Advisor
MassMutual South Carolina —Charleston, SC
- $200,000 - $500,000 a year
- Full-time
- Hybrid work
- Sales
- Finance
- Business development
Quick Apply
Associate Financial Professional
Stone Press Financial Group —Charleston, SC
- $80,000 a year
- Remote
- CPA
- Customer service
- Research
Quick Apply
Junior Financial Advisor
Allora —Mount Pleasant, SC
- From $3,000 a month
- Full-time
- Communication skills
- Entry level
- Profit sharing
- 401(k) matching
Quick Apply
Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
- Travel reimbursement
Quick Apply
4d
Retirement Plan Consultant II - Charleston, SC
Corebridge —Summerville, SC
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance

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Financial Consultant - Charleston, SC
Fidelity Investments —Mount Pleasant, SC
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
7d
Associate Financial Professional
Stone Press Financial Group —Charleston, SC
CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required.
$80,000 a year
Quick Apply

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BizOps Collective —New Albany, OH
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
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Financial Consultant - Charleston, SC

Fidelity Investments -
Mount Pleasant, SC

Apply Now

Job Details

Full-time
7 days ago

Benefits

Tuition reimbursement

Qualifications

Customer relationship building
Financial client presentations
Sales presentations
Portfolio management advisory services
Client base expansion
Investment client management
Customer engagement
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry
Solution selling approach

Full Job Description

Job Description:

Financial Consultant

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

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Coachable, collaborative, and curious are key attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, takes initiative and exceeds customer expectations
Extensive knowledge of investment solutions

The Team

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.

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!

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:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

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

cfp jobs in charleston, sc

Financial Consultant - Charleston, SC

Associate Financial Planner (CFP ®)

Associate Wealth Advisor

Senior Wealth Advisor

Wealth Management Advisor

Associate Financial Professional

Junior Financial Advisor

Paraplanner, Associate Advisor

Retirement Plan Consultant II - Charleston, SC