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Client-Focused Financial Representative with Licensing
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-08-15
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Fidelity Investments in Tulsa, Oklahoma is seeking a Financial Representative who will be the friendly face of the branch, delivering exceptional service and helping clients on their financial journey.
You will build relationships, identify opportunities to deepen client engagement, and support front lobby transactions while pursuing FINRA licenses (Series 7, 66) with company training. Tuition reimbursement may help you achieve a CFP or related degree.
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