Financial Representative - Tulsa, OK

Soteria Reinsurance Ltd.; Tulsa (OK); On-site; USD 42,000 - 68,000; Full time

Job summary

Fidelity Investments seeks a Financial Representative in Tulsa, OK to serve as the face of the branch, delivering outstanding client service and supporting onboarding of FINRA licensing materials.

You will learn Series 7 and 66, pursue CFP or degree if not already held, with tuition reimbursement, while collaborating with the team to drive client relationships and branch performance.

Qualifications

• Customer service or financial services experience
• Banking, insurance, or financial experience
• Willing to complete FINRA licensing (Series 7, 66) and pursue CFP or degree

Responsibilities

• Provide rewarding client interactions and act as the face of Fidelity in the branch.
• Identify opportunities to deepen client relationships and contribute to branch success.
• Assist with front lobby transactions while maintaining compliance standards.

Skills

Customer service

Phone skills

Financial services experience

Education

Bachelor's degree or CFP certification

Job description

## Financial Representative - Tulsa, OKApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Todayjob requisition id: 2128054## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.**The Expertise We’re Looking For*** Customer service, phone, or financial services experience will prepare you for this role* Banking, insurance, or financial experience is an excellent addition to your experience* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses* Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one**The Purpose of Your Role**It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.**The Skills You Bring*** Superb interpersonal skills and passion to engage with clients* An aptitude to assess client needs and identify opportunities* Remarkable attention to detail and ability to prioritize* Organizational skills to manage multiple tasks* Being coachable, collaborative, and curious are your "go to" attributesNote: Fidelity is not providing immigration sponsorship for this position**Our Investments in You****Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our****benefit programs****are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!****The Value You Deliver*** A key member of the team, you are offering support to Fidelity’s most valuable clients daily* By identifying leads and making effective introductions, you are directly impacting the success of the branch* Your efforts will be valued by clients and you will find working with those clients a rewarding experience* As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamFidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about 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 participate in the application or interview process. To initiate a request for an accommodation please contact the following:* For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2* For roles based in Ireland: Contact [e-mail]* For roles based in Germany: Contact [e-mail]