Financial Planning Advisor

Fidelity Investments Inc.; Oklahoma; On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Oklahoma City is seeking a Planning Consultant to deliver personalized financial planning consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation. The role emphasizes developing an engagement strategy, educating clients, and partnering with wealth planning teams to enhance outcomes.

The position requires FINRA licenses or ability to acquire them, with at least two years in financial services and a CFP-friendly

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or related experience.
• CFP Certification is highly encouraged.
• Strong knowledge of financial planning concepts to build client plans.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategies, leveraging Fidelity tools and Salesforce.
• Mentor and support associates while expanding client relationships.

Skills

FINRA Series 7 & 66

Outbound calling

Client relationship building

Financial services experience

CFP Certification encouraged

Job description

Fidelity Investments in Oklahoma City is seeking a Planning Consultant to deliver personalized financial planning consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation. The role emphasizes developing an engagement strategy, educating clients, and partnering with wealth planning teams to enhance outcomes.

The position requires FINRA licenses or ability to acquire them, with at least two years in financial services and a CFP-friendly