Financial Representative - Scottsdale, AZ

Fidelity•Phoenix, AZ

1d•Onsite

About The Position

In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance. The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.

Requirements

Customer service, sales, phone or financial services experience.
Passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients.
Superb interpersonal, customer interaction and communication skills.
Superb interpersonal skills and passion to engage with customers.
An aptitude for sales to dedicatedly identify leads.
Remarkable attention to detail and ability to prioritize.
Computer literacy and experience working with multiple applications at once.
Organizational skills to manage multiple tasks simultaneously.
Adept at assessing client needs through both verbal and non-verbal communication.
Obtain FINRA series 7 and series 63 licenses during the first six months.
Criminal Histories may restrict hiring or association due to applicable laws and regulations.

Nice To Haves

A college degree is encouraged.
Banking, insurance, or financial experience is an excellent addition to your experience.

Responsibilities

Provide Fidelity’s best-in-class experience for clients throughout their visit.
Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
Provide fundamental financial guidance.
Partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals.
Help clients with service interactions.
Identify planning and advice opportunities through client interactions.
Run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center.
Ensure all client collateral and office supplies are in stock.
Partner with Fidelity’s clients to build long-lasting relationships and financial plans.
Offer support to Fidelity’s most wealthy and valuable clients daily.
Identify leads and make effective introductions, directly impacting the success of the branch.
Act as a technology champion for the branch, being an early adopter of technology and sharing learnings with the team.