Client-Centric Financial Advisor

Fidelity Investments Inc.; Tulsa (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in Tulsa seeks a client-focused financial professional to mentor clients and provide personalized planning within an advisor-capable environment.

You will work with an existing client base and leverage Fidelity’s open architecture platform to tailor investment strategies and services. The role emphasizes introductory client education, relationship expansion, and delivering an exceptional customer experience, supported by robust training and resources.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• 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; Tuition Reimbursement can help acquire CFP or degree.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized financial planning.
• Expand the firm’s reach by nurturing relationships with an existing client base and leveraging resources.
• Deliver outstanding customer experience and drive long-term client success.

Skills

Relationship building

Client needs assessment

Effective communication

Customer-focused mindset

Mentorship

Education

FINRA Series 7 & 66 Licenses

Job description

Fidelity Investments Inc. in Tulsa seeks a client-focused financial professional to mentor clients and provide personalized planning within an advisor-capable environment.

You will work with an existing client base and leverage Fidelity’s open architecture platform to tailor investment strategies and services. The role emphasizes introductory client education, relationship expansion, and delivering an exceptional customer experience, supported by robust training and resources.