Financial Representative - Gilbert, AZ

Fidelity • Phoenix, AZ

21h

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build long-lasting positive client relationships and provide rewarding interactions.

You will serve as a subject matter specialist in compliance and front-lobby transactions, support Fidelity’s valued clients, and contribute to branch success by identifying opportunities to deepen relationships and making effective introductions. You will also act as a technology champion, adopting new tools and sharing knowledge to strengthen team capabilities and performance.

Fidelity provides training and support, including resources to prepare for required Series 7 and Series 66 licenses. The role is covered by Fidelity’s onsite working-model transition, with onsite expectations varying by role and location and potentially evolving during the phased rollout.

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.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Ability to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Prepare for and obtain the required Series 7 and Series 66 licenses, with resources and support provided.

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 support this.

Responsibilities

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

Benefits

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

What This Job Offers

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