Financial Representative - Tulsa, OK

Fidelity Investments • Tulsa, OK

1d • Onsite

About The Position

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

Requirements

• Customer service, phone, or financial services experience.
• Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses.
• Superb interpersonal skills and passion to engage with clients.
• 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.
• Must not require immigration sponsorship.

Nice To Haves

• Banking, insurance, or financial experience.
• Possession of a CFP or degree.
• Certifications: Securities Industry Essentials (SIE), Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA.

Responsibilities

• Act as the official face of Fidelity, inspiring client dedication and engagement.
• Develop long-lasting positive relationships with Fidelity.
• Have rewarding interactions with clients.
• Serve as a subject matter specialist in compliance and all front lobby transactions.
• Partner and contribute to branch success by identifying opportunities to deepen relationships.
• Offer support to Fidelity’s most valuable clients daily.
• Identify leads and make effective introductions to directly impact branch success.
• Be a technology champion for the branch, adopting new technology and sharing knowledge.

Benefits

• Competitive total rewards package.
• Stable base salary.
• Benefit programs designed to help you and your family strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed