Investment Consultant - Tulsa, OK

Fidelity Investments


Company :  Fidelity Investments
Location :  Tulsa, Oklahoma, United States
Job Type :  Full-time
Job Status :  Permanent
 

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effectiveservice, and successfully anticipate clients emerging needs. At Fidelity, youll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, youll also be building your career.

Position Description

The primary role of the InvestmentConsultant is to develop strong relationships among Fidelity's Mass Affluent investor base with less than $250K in investable assets. The IC is expected to serve this investor base by offering a wide range of financial products and services through lead utilization, guidance appointments, referrals, prospecting, and local market development efforts. The IC is also responsible for helping to manage and serve branch walk-in/call-in volumes, as needed. This would include counter coverage, triage and client service as needed. TheIC will deliver high levels of customer satisfaction and focus on customer needs at the center of all interactions.

Primary Responsibilities


Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level as well as a branch level.


Identifies, executes and follows up on opportunities to gather additional client assets while providing client centered discussions.


Initiates customer relationships with current clients and prospective clients through lead utilization, local market development, seminars and community involvement.


Cross sells Fidelity products and services.


Organizes and assists with the delivery of local branch seminars and ensures appropriate follow-up from these seminars.


Participates in execution of local marketing development plan.


Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.


Introduces clients to investment strategies and works with client to develop financial plan leveraging the appropriate Guidance tools


Positions appropriate products in the context of current needs as well as customer's long term financial plans


Fulfills client transactional, investment and service requirements as needed.


Educates outbound prospects or current clients to use technology and channels to monitor, maintain, service and manage their investments.


Partners with other roles to transition clients to proper service model


Manages and serves reactive branch walk-in/phone volumes, as needed.


Drives face to face customer appointments and interactions in the branch as well as outbound phone sale opportunities.


Provides direction to new customers by being responsive to customer needs, inquiries and requests.


Drives customer experience to high levels of satisfaction by adhering to the customer first principles.


Seeks referral opportunities and follows up on leads.

 
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