Client-Focused Financial Representative | Training & Growth

Soteria Reinsurance Ltd.; Tulsa (OK); On-site; USD 42,000 - 65,000; Full time

Job summary

Fidelity in Tulsa, OK is seeking a Financial Representative to engage clients and support branch success. You will handle front lobby transactions, identify opportunities to deepen client relationships, and guide clients through financial services with integrity.

You will learn FINRA licensing materials and work toward Series 7 and 66 licenses, with tuition reimbursement for CFP or degree goals if needed. The role emphasizes teamwork, coaching, and technology adoption to improve client outcomes.

Qualifications

• Experience in customer service, phone, or financial services is helpful.
• Banking, insurance, or financial experience is a plus for this role.
• Willingness to learn FINRA licensing material and work toward Series 7 and 66 licenses.
• Tuition Reimbursement can help obtain CFP or degree if not already held.

Responsibilities

• Provide rewarding client interactions as the frontline representative.
• Identify opportunities to deepen client relationships and support branch success.
• Assist with front lobby transactions and compliance as a subject matter expert.
• Be a technology champion and early adopter, sharing learnings with the team.

Skills

Customer service

Phone skills

Interpersonal skills

Financial services

Education

SIE Certification

CFP helpful

Job description

Fidelity in Tulsa, OK is seeking a Financial Representative to engage clients and support branch success. You will handle front lobby transactions, identify opportunities to deepen client relationships, and guide clients through financial services with integrity.

You will learn FINRA licensing materials and work toward Series 7 and 66 licenses, with tuition reimbursement for CFP or degree goals if needed. The role emphasizes teamwork, coaching, and technology adoption to improve client outcomes.