Financial Representative - Tulsa, OK

Fidelity; United States; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training programs (in-branch, regional

Competitive total rewards

Job summary

Fidelity is seeking a Financial Representative to serve as the friendly, knowledgeable face of the branch. You will help clients with core financial needs, ensure compliant lobby operations, and collaborate with teammates to strengthen relationships.

Training and licensing support are provided as you pursue required FINRA credentials. This role emphasizes outstanding client service, attention to detail, and the ability to identify opportunities for growth within existing client relationships.

Qualifications

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience is a plus
• SIE licensing prep and FINRA Series 7/66 licensing support
• Degree or CFP helpful; tuition reimbursement available

Responsibilities

• Provide face-to-face service and complete lobby transactions with accuracy
• Identify opportunities to deepen client relationships
• Partner with branch team to support client needs and compliance
• Act as a technology champion to adopt and share tools with the team

Skills

Customer service

Phone experience

Financial services

Interpersonal skills

Education

Finance degree or related

CFP (beneficial)

Job description

Fidelity will not provide immigration sponsorship for this position.

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 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 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:

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.