FMR
Financial Representative - Tulsa, OK
United States · Work style not stated · Full time
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About the role
Description from the employer’s posting. Check the employer’s page for the current version.
- EmployerFMR
- LocationUnited States
- Work styleWork style not stated
- Employment typeFull time
- Employer posted
Fidelity will not provide immigration sponsorship for this position.
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 ExpertiseWe’reLooking 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 youdon’talready have a CFP or degree, our Tuition Reimbursement program can help you obtain one
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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 byidentifyingopportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs andidentifyopportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
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 ourbenefit programsare designed to helpyouandyour family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp 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
Byidentifyingleads and making effective introductions, you are directlyimpactingthe success of the branch
Your efforts will be valued byclientsand 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.
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At a glance
- Employment typeFull time
- Employer posted
- Added to ROLIVA
- Last checked