Financial Representative - Chandler, AZ

Fidelity Investments • Chandler, AZ

1d

About The Position

The Financial Representative is the official face of Fidelity in the branch, helping create a welcoming atmosphere and build long-lasting client relationships through integrity and honest interactions. The role serves as a subject matter specialist in compliance and front-lobby transactions, supports Fidelity clients each day, and contributes to branch success by identifying opportunities to deepen relationships and making effective introductions.

The representative also champions technology within the branch by adopting new tools and sharing knowledge with colleagues. Fidelity provides training and resources to prepare associates for required Series 7 and Series 66 licenses, as well as training across in-branch, regional, national, and virtual settings.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb 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.
• Must obtain the Series 7 and Series 66 licenses; Fidelity provides preparation resources and support.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.
• Interest in obtaining a CFP, degree, or equivalent credential; tuition reimbursement may help with this.

Responsibilities

• Support clients and provide an exceptional daily branch experience.
• Handle front-lobby transactions and serve as a subject matter specialist in compliance.
• Build positive, lasting client relationships through integrity and honest engagement.
• Assess client needs, identify opportunities to deepen relationships, and make effective introductions.
• Contribute to branch success and growth.
• Champion technology in the branch by adopting new tools and sharing knowledge with the team.
• Manage multiple tasks while maintaining attention to detail and prioritizing effectively.
• Collaborate with colleagues, accept feedback, and approach challenges with curiosity.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to support associates and their families.
• Tuition reimbursement program.
• Training in-branch, regionally, nationally, and virtually.
• Training and onboarding support.

What This Job Offers

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