Financial Representative - Gilbert, AZ

Fidelity Investments • Gilbert, AZ

2d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client dedication and engagement. Through integrity and honesty, the representative builds long-lasting positive client relationships and delivers rewarding client interactions. As a subject matter specialist in compliance and front-lobby transactions, the representative contributes to branch success by identifying opportunities to deepen client relationships.

The role provides daily support to Fidelity’s valued clients, delivers an exceptional experience, and strengthens client relationships. By proactively identifying opportunities and making effective introductions, the Financial Representative contributes directly to branch growth. Fidelity provides training in-branch, regionally, nationally, and virtually, along with resources and support to prepare for required securities licenses.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Demonstrated interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Strong attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Prepare for the required Series 7 and Series 66 licenses with Fidelity’s provided resources and support.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Serve as the official face of Fidelity in the branch and foster positive client relationships.
• Act as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Serve as a technology champion by adopting new tools and sharing knowledge with the branch team.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve balance.
• Training provided in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program that can help obtain a CFP, degree, or equivalent credential.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed