Strategic Financial Planner & Client Relations Pro

Fidelity Investments Inc.

Nichols Hills (OK)

On-site

USD 70,000 - 100,000

Full time

5 days ago

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Job summary

Fidelity Investments Inc. is seeking a Planning Consultant in Oklahoma to deliver personalized financial planning, consolidate assets, and strengthen client relationships through strategic engagements.

You will conduct joint client appointments, use Salesforce and Fidelity tools, and mentor colleagues while promoting a collaborative planning approach. The role emphasizes building lifetime client relationships and adhering to Fidelity’s client commitment standards in a transitioning onsite

Qualifications

FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
Minimum 2 years of financial services or relevant experience.
CFP Certification is highly encouraged.
Strong knowledge of financial planning concepts and client needs.
Ability to profile planning needs and identify suitable solutions.
Committed to building client relationships and advocacy.
Motivated to succeed and take ownership.
Comfortable making outbound calls to educate clients.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations.
Develop and maintain an organized client contact strategy using Fidelity tools.
Mentor and support fellow associates in a collaborative team environment.
Engage business partners to identify opportunities and strengthen client relationships.
Navigate and present output of planning tools to facilitate discussions.