Financial Consultant - Tulsa, OK
Company: Fidelity Investments
Location: Tulsa
Posted on: February 25, 2021
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Job Description:
Job Description:
With your extraordinary knowledge and incomparable integrity, we
know that clients invest their trust in you. Join a team that also
invests in you with key product and service offerings,
sophisticated technology and a premier investment platform. Here,
you will build long-term, dedicated relationships with customers by
bringing them peace of mind as you guide them through wealth
management and retirement planning strategies
The Expertise We're Looking For
* FINRA Series 7 & 63 required prior to hire
* Series 65 and/or 66 and state registrations required within 3
months of hire
* Experience with High Net Worth clients
* A CFP is preferred if you don't already have your CFP, our
Tuition Reimbursement program can help you with classes to obtain
it
The Purpose of Your Role
We fully support you with an open architecture product platform and
top resources in the financial industry, while you nurture
relationships with an existing client base. Your keen focus,
motivational skills and leadership qualities are prime attributes
as you provide the appropriate investment solutions to existing
clients and help expand the acquisition of new customers.
The Skills You Bring
* You demonstrate a deep understanding of financial markets, and
can effectively simplify complex financial concepts while building
rapport and credibility with highly valued clientele
* Remarkable knowledge of investment products
* Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
* Collaborating with multiple business partners allows you to craft
an unsurpassed customer experience and meet the client's broad
range of investment needs
The Value You Deliver
* No longer spending time on cold calls and sourcing new clients,
you are able to make an impact in the lives of your clients through
deepening relationships and complex financial planning
* Your integrity, insights, interpersonal skills and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
* Educating customers on the technology and channels available to
them to better monitor, maintain, and handle their investments
How Your Work Impacts the Organization
Working in our Investor Center, you will engage face-to-face with
your customers, offering mentorship and personalized planning,
while helping extend the reach of the firm's brand. Backed by
Fidelity's open architecture, you're able to provide comprehensive
investment guidance and sustain long-lasting relationships. We will
provide you the support of a well-rounded team of professionals,
unlimited access to some of the best resources and tools in the
industry, and a top compensation package with excellent benefits.
While you form relationships here, you will also be building your
career!
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview
At Fidelity, we are focused on making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Tulsa , Financial Consultant - Tulsa, OK, Professions , Tulsa, Oklahoma
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