Planning Consultant - Oklahoma City, OK

Fidelity Investments•Nichols Hills, OK

1d•Onsite

About The Position

As a Planning Consultant, you will offer planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies tailored to clients’ planning needs and build lasting relationships while following Fidelity’s client commitment standards. The role conducts joint client appointments and delivers personalized financial consultations using Fidelity’s offerings. Through education and personalized planning, you will identify opportunities that support clients’ long-term financial success. You will maintain an organized client contact strategy, engage business partners, use tools such as Salesforce, and mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant delivers financial planning support and expands planning capabilities for Fidelity’s most valuable clients. You will conduct financial planning interactions, support client relationships with technologies such as Glance, and use guidance tools to profile clients, present planning concepts, and identify complex planning opportunities for further development in partnership with the Financial Consultant or Wealth Planner.

Requirements

FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire.
Minimum of 2 years of financial services or relevant experience.
Remarkable understanding of financial planning concepts.
Ability to profile clients, understand planning needs, and identify appropriate solutions.
Interest in building relationships and advocating for clients.
Motivation to take ownership and achieve meaningful goals.
Comfort making outbound calls to further educate clients and uncover opportunities.

Nice To Haves

Attainment of CFP® Certification is highly encouraged.

Responsibilities

Conduct joint client appointments and personalized financial consultations.
Develop engagement strategies that meet clients’ planning needs.
Strengthen client relationships through asset consolidation, referrals, and plan implementation.
Educate clients and identify opportunities that support their long-term financial success.
Create and maintain an organized client contact strategy.
Engage business partners and use tools such as Salesforce.
Profile clients, navigate and present guidance-tool outputs, and discuss planning concepts.
Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities.
Use technologies such as Glance to enhance the client experience.
Mentor and support fellow associates.