Client-Focused Financial Representative | Training & Growth
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Finance & Banking
Financial Sales, Banking & Finance, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
We are looking to fill the Client-Focused Financial Representative | Training & Growth position at Fidelity Investments Inc. in Tulsa, OK, United States.
Join Fidelity Investments Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client-Focused Financial Representative | Training & Growth role at Fidelity Investments Inc., based in Tulsa, OK, United States.
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