Financial Representative - Chandler, AZ

Fidelity • Chandler, AZ

11h

About The Position

As a Financial Representative, you are a key presence in the branch and help create a positive atmosphere for clients. Through integrity and honesty, you build client dedication and engagement and develop long-lasting relationships. You serve as a subject matter specialist in compliance and front-lobby transactions, support clients daily, and contribute to branch success by identifying opportunities to deepen relationships and making effective introductions. You also act as a technology champion by adopting new tools and sharing knowledge with the team.

Fidelity provides training and resources to prepare associates for the required Series 7 and Series 66 licenses, along with training in-branch, regionally, nationally, and virtually. The role is based on Fidelity’s evolving onsite working model; onsite expectations vary by role and location and may evolve during the phased rollout.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Demonstrate 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.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• Obtain the required Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.
• 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.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Build positive, long-lasting client relationships through integrity and honesty.
• 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.
• Champion technology by adopting new tools early and sharing knowledge to enhance team capabilities and performance.

Benefits

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

What This Job Offers

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