Client-Focused Financial Representative | Training & Growth
Soteria Reinsurance Ltd.
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 will learn FINRA licensing materials and work toward Series 7 and 66 licenses, with tuition reimbursement for CFP or degree goals if needed. The role emphasizes teamwork, coaching, and technology adoption to improve client outcomes.
#J-18808-LjbffrVacancy posted 3 days ago
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