Client-Focused Investment Advisor

Fidelity Investments Inc.; Tulsa (OK); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Stable base salary

Comprehensive training program

Tuition reimbursement program

Job summary

Fidelity Investments Inc. in Tulsa, OK is hiring a client-facing financial advisor to mentor clients and provide personalized planning. You will leverage an existing client base and Fidelity's resources to grow assets and expand the brand locally.

You will bring FINRA licenses, strong relationship-building skills, and the ability to explain complex investment strategies to a knowledgeable audience, with onsite training and growth opportunities available.

Qualifications

• FINRA Series 7 and 66 licensing or the ability to obtain Series 66 on hire
• Degree or equivalent experience; CFP beneficial; tuition reimbursement available
• Experience building client relationships and uncovering needs
• Ability to explain investment strategies to a knowledgeable client base

Responsibilities

• Engage face-to-face with clients to mentor and plan financial strategies
• Grow the client base using Fidelity's resources and existing feeder relationships
• Present investment solutions and coordinate with the team to implement recommendations
• Deliver outstanding customer experience and comply with regulatory standards

Skills

Relationship building

Client needs assessment

Complex investment solutions

Communication & presentation

Education

FINRA Series 7 & 66 licensed

CFP preferred / degree

Regulatory registrations knowledge

Job description

Fidelity Investments Inc. in Tulsa, OK is hiring a client-facing financial advisor to mentor clients and provide personalized planning. You will leverage an existing client base and Fidelity's resources to grow assets and expand the brand locally.

You will bring FINRA licenses, strong relationship-building skills, and the ability to explain complex investment strategies to a knowledgeable audience, with onsite training and growth opportunities available.