Financial Consultant - Tulsa, OK
Fidelity Investments
Fidelity will not provide immigration sponsorship for this position.Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’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.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!Fidelity’s Onsite Working ModelFidelity 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 - FINRACategory:SalesPlease 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.SummaryLocation: Tulsa, OKType: Full time
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull timeWork at office
$100k - $115k
...employer to ask for an accommodation or an alternative application process. Loan and Business Development Officer Full Time Tulsa, OK, Tulsa, OK, US 15 days ago Requisition ID: 1064 Salary Range: $100,000.00 To $115,000.00 Annually About Tulsa Housing Impact...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours$58.44k - $93.5k
...Personal Financial Counselor, Tulsa, OKThis position will provide personal financial services at assigned military installations. Primary responsibilities... ...include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...SuggestedContract workTemporary workWork at office$58.44k
...This position will provide personal financial services at assigned military installations... ...not limited to, one-on-one counseling, consultation with a commander or with another... ...Title Personal Financial Counselor, Tulsa, OK Grade 24 Work Experience - Required Financial...SuggestedFull timeContract workTemporary workWork experience placementWork at office- ...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, you will inspire client dedication and engagement to develop long-lasting positive...SuggestedFull time
- ...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...Full time
- ...Cybersecurity Jobs in Tulsa, OK is seeking a SOC Analyst to monitor security infrastructure and support timely remediation to protect information assets. You will perform incident monitoring for small-group user impact and collaborate with IT and security teams to resolve...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$46k - $48k
...alternative application process. Full-Time Adm Support Workers Tulsa, OK, US Salary Range: $46,000.00 To $48,000.00 Annually Job... ...Edit Job Description JOB SUMMARY: The Financial Empowerment Center (FEC) program aims to improve the financial...Full timeWork experience placementLocal areaWeekend workAfternoon shift- ...QualificationsHigh School Diploma or GEDExperience: 1-3 YearsJob InfoJob Identification 10108Job Category Ancillary ServicesPosting Date 02/18/2026, 08:27 PMLocations 744 W 9th St, Tulsa, OK, 74127, USDegree Level High School GraduateJob Schedule Full timeJob Shift Day...Work at officeShift work
- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Commercial Loan OfficerLocation: Tulsa, OKJoin a team that knows the Midwest lending landscape.Our client is a growing community bank... ...- Strong credit analysis skills: business and personal financials, cash flow, collateral- A proven book of business or existing relationships...Local area
- ...Financial Advisor OpportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients... ...at TruStage located at Oklahoma Central Credit Union in Tulsa, OK would allow you to join Oklahoma Central Credit Union as a Financial...Local area
$50k - $70k
...Financial Advisor – Central BankLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor...Local area$50k - $70k
...Financial Advisor – Central BankLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Tulsa, OK would allow you to join the Investment Program at Central Bank as a Financial Advisor...Local area- ...Corient is seeking an Associate Wealth Advisor in Tulsa, OK. You will partner with Wealth Advisors to deliver comprehensive advice and planning for high-net-worth clients, supporting client meetings and preparing analyses. You'll develop independent responsibility,...
- ...OSH-Clerical Support Oklahoma Surgical Hospital, Tulsa, OK, US 2 days ago Requisition ID: 2915 Thank you for your interest in Tulsa... ...information. As a full-time Patient Estimate Specialist/Financial Counselor, you will work Monday - Friday, 8a - 5p. This position...Full timePart timeMonday to Friday
$60k - $300k
...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... ...Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa Work setting: Hybrid work • Open to Career Changers:...Full timeRelocation packageFlexible hours- ...Contact information Location 5705 E 71st St,Ste 100,Tulsa, OK, 74136,United States Employee Type Full Time Summary Full-Time Monday-Friday, available some Saturdays. Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations...Full timeContract workWork at officeMonday to FridayFlexible hours
- ...Reimbursement Licenses and Certifications Preferred applicable driver’s license Preferred CompTIA A+ , Network+ , or Security+ certifications Location: Tulsa, OK (onsite) Note: Employee may be required to perform additional duties as assigned. #J-18808-LjbffrWork experience placementWork at office
- ...Fidelity in Tulsa, OK is seeking a Financial Representative to engage clients and support branch success. You will handle front lobby transactions, identify opportunities to deepen client relationships, and guide clients through financial services with integrity. You...
$20 - $24.95 per hour
...including a full range of health and life, financial, and wellness benefits. Position is located at 4117 S Peoria Ave Tulsa, OK 74105. Incumbent will float to area branch... ...to achieving branch sales goals through a consultative sales approach with new and existing customers...Hourly payMonday to FridayNight shift- ...Relationship Banker Vast Bank 81st and Yale - Tulsa, OK Position Type: Full Time Education Level: High... ...account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products,...Full timeWork at officeLocal area
- ...Job Title Location 5705 E 71st St, Ste 100, Tulsa, OK, 74136, United States Job Category Customer Service, Cash Handling Industry Financial Services, Banking Employee Type Full Time Contact Information Name Katrina Sweaney Email ****@*****.***...Full time
- ...Blue Sky Bank's team as an on-site Virtual Teller/ITM Teller in Tulsa, OK! Connect with customers. Solve problems. Deliver exceptional... ..., and operational expertise to help customers with their financial needs while supporting multiple branch locations. This position...Temporary workBank staffFlexible hours
- ...contact this employer to ask for an accommodation or an alternative application process. Full Time Teller Full-time Teller TULSA, Tulsa, OK, US 7 days ago Requisition ID: 5455 Full Time Teller Tulsa, OK POSITION SUMMARY This position provides support to...Full timeFlexible hours
- ...comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit . Position is located at6306 E 101st Street Tulsa, OK 74137. Incumbent will float to area branch locations as...Monday to FridayNight shift
$150k - $200k
...candidates apply! Seniority level Mid-Senior level Employment type Full-time Job function Sales and Finance Industries Banking, Financial Services, and Accounting Tulsa, OK $100,000.00-$115,000.00 3 weeks ago Tulsa, OK $60,000.00-$220,000.00 4 days ago #J-18808-Ljbffr...Full time- ...Arvest Bank in Tulsa, OK is seeking a front-line Teller to process transactions and deliver exceptional service. The role involves identifying customer needs, cross-training to learn product areas, and supporting branch sales goals. Availability includes Monday–Friday...Monday to Friday
$200k - $250k
...States; Cleveland, OH, United States; Columbus, OH, United States; Tulsa, OK, United States; Philadelphia, PA, United States; Pittsburgh,... ...ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful...Work at office
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