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Associate Financial Representative Jobs in Oklahoma

R1

Financial Counseling Representative

Tulsa, OK · On-site

$16.48 - $23.13/hr

As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You ...

R1

Financial Counseling Representative

Tulsa, OK · On-site

$16.48 - $23.13/hr

As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You ...

TIAA

Financial Consultant

Stillwater, OK

$72K - $95K/yr

... representatives on the complete spectrum of TIAA products and services. This job covers ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

BOK Financial

Credit Svcs Commercial Rep II

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... of an Associate's degree along with 3 to 5 years of experience in a bank operations/customer ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Oklahoma

Associate Financial Representative information

See Oklahoma salary details

$9

$24

$61

How much do associate financial representative jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for associate financial representative in Oklahoma is $24.29, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $23.75 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are the most commonly searched types of Financial Representative jobs in Oklahoma? The most popular types of Financial Representative jobs in Oklahoma are:
What are popular job titles related to Associate Financial Representative jobs in Oklahoma? For Associate Financial Representative jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Oklahoma look for? The top searched job categories for Associate Financial Representative jobs in Oklahoma are:
What cities in Oklahoma are hiring for Associate Financial Representative jobs? Cities in Oklahoma with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $50,533 per year, or $24.3 per hour.

Financial Representative - Tulsa, OK

Fidelity Investments

Tulsa, OK • On-site

Full-time

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

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 Expertise We're Looking 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 you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

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 by identifying opportunities to deepen relationships.
The Skills You Bring
  • Superb interpersonal skills and passion to engage with clients

  • An aptitude to assess client needs and identify opportunities

  • 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 help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help 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

  • By identifying leads and making effective introductions, you are directly impacting the success of the branch

  • Your efforts will be valued by clients and 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.

What Fidelity Investments employees say

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