Financial Representative - Tulsa, OK

Fidelity Investments Inc.; Tulsa (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to serve as the face of the branch, delivering client service with integrity and building long-term relationships.

You will learn FINRA licensing material and work toward Series 7 and 66 licenses while supporting branch goals. The role emphasizes superb interpersonal skills, attention to detail, and a proactive approach to identifying client needs and opportunities, with a strong focus on in-branch compliance and customer service

Qualifications

• 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.

Responsibilities

• Engage with clients in-branch to build rewarding relationships and provide service in compliance with policies.
• Identify opportunities to deepen client relationships and contribute to branch success.
• Support Fidelity’s most valuable clients daily as a trusted financial liaison.
• Champion new technology and share learnings with the team to improve service delivery.

Skills

Superb interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Coachable/collaborative

Education

Degree or professional certifications helpful

Job description

Fidelity will not provide immigration sponsorship for this position.

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" attributes

Note: 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 ourbenefit programsare 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 team

Fidelity’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 Service

Please 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.