Client-Centric Financial Advisor & Planner

Soteria Reinsurance Ltd.; Tulsa (OK); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition reimbursement

Onsite training

Job summary

Fidelity Investments seeks a relationship-driven Investment Advisor in Tulsa to mentor clients and expand the firm’s reach. You will leverage an existing client base with an open architecture platform and top resources to tailor planning and investment strategies.

The role emphasizes building trust, presenting complex solutions, and delivering outstanding customer experiences in a full-time onsite capacity.

Qualifications

• FINRA licenses required or ability to obtain Series 66 after hire.
• Experience building client relationships and presenting investment solutions.
• Strong communication and regulatory knowledge are essential.

Responsibilities

• Mentor and plan with clients in the Investor Center to expand assets.
• Build relationships, uncover needs, and recommend solutions.
• Present complex investment strategies to a knowledgeable client base.

Skills

Relationship building

Financial advisory

Client consultation

Regulatory knowledge

Communication

Coachable

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments seeks a relationship-driven Investment Advisor in Tulsa to mentor clients and expand the firm’s reach. You will leverage an existing client base with an open architecture platform and top resources to tailor planning and investment strategies.

The role emphasizes building trust, presenting complex solutions, and delivering outstanding customer experiences in a full-time onsite capacity.