Financial Representative

Fidelity Investments Financial Representative - Tulsa, OK

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

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:

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.

Apply

All fields are required. Candidates should limit the number of roles they apply to at any given time.

First name:

Last name:

Email:

Career areas of interest:

Select Administrative Asset Management business Analysis & Project Management Corporate Services Crypto/Digital Assets/Blockchain Customer Service Finance & Accounting Investment Marketing & Communications Operations Product Development & Management Risk Management Sales & Relationship Management Technology

Country:

Select United States Afghanistan Albania Algeria American Samoa Andorra Angola Ane

Postal code:

By clicking "I accept", you are indicating your acceptance of our collection, use, storage, disclosure, and other processing of your personal data by or on behalf of FMR LLC and its subsidiaries and affiliates (collectively, “Fidelity”), for the purposes and in the manner described in the Applicant Privacy Policy. The Applicant Privacy Policy applies to personal data collected by or on behalf of Fidelity in connection with your interest in or application for employment or other roles with the firm, including information collected during the recruitment and application process, whether in paper form (offline) or electronically (online), including through our Fidelity careers sites (“Careers Site(s)”), The Career Sites include those Fidelity websites and web pages dedicated to employee and other talent recruitment across Fidelity business entities and geographical locations.

I Accept

Start Application

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

• Company overview

• Company overview

• At 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 nurturi