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Client-Focused Financial Advisor

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: The Fidelity
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

The Fidelity in Tulsa, Oklahoma is searching for a Financial Representative to enhance client relationships and serve as the branch's face. This role emphasizes integrity and client engagement, with responsibilities including identifying client needs and providing support.

A degree and customer service experience are advantageous, and the role offers training and support for obtaining necessary licenses. Join a company committed to employee training and holistic well-being.

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