Financial Representative - Tulsa, OK

About the Role

As a Financial Representative, you will be the official face of Fidelity, making a key impact on the branch atmosphere. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

This role focuses on 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.

Responsibilities

• Serve as a key member of the team, offering daily support to Fidelity’s most valuable clients.
• Identify leads and make effective introductions to directly impact branch success.
• Act as a technology champion for the branch by adopting new tools early and sharing knowledge with the team.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience (preferred).
• Ability to obtain FINRA Series 7 and 66 licenses (Fidelity provides support and training).
• Securities Industry Essentials (SIE), Series 7 (FINRA), Series 63 (FINRA), and Series 66 (FINRA) certifications (or willingness to obtain them).

Qualifications

• Superb interpersonal skills and a passion for engaging with clients.
• Aptitude to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize tasks.
• Strong organizational skills to manage multiple responsibilities.
• Coachable, collaborative, and curious mindset.
• Degree and/or professional certifications (e.g., CFP) are helpful but not required; Fidelity offers a Tuition Reimbursement program to support further education.

Benefits

• Competitive total rewards package, including a stable base salary to recognize achievements.
• Comprehensive benefit programs designed to support work-life balance for you and your family.
• Extensive training opportunities (in-branch, regional, national, and virtual) to support all aspects of your role.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

Note: Fidelity is not providing immigration sponsorship for this position.