Financial Representative - Tulsa, OK

Financial RepresentativeWe 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 ForCustomer service, phone, or financial services experience will prepare you for this roleBanking, insurance, or financial experience is an excellent addition to your experienceWe will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree 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 oneThe Purpose of Your RoleIt 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 BringSuperb interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to prioritizeOrganizational skills to manage multiple tasksBeing coachable, collaborative, and curious are your "go to" attributesNote: Fidelity is not providing immigration sponsorship for this positionOur Investments in YouFidelity'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 DeliverA key member of the team, you are offering support to Fidelity's most valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branchYour efforts will be valued by clients and you will find working with those clients a rewarding experienceAs a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamFidelity'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 - FINRACategory:Customer ServicePlease 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.