Client-Driven Financial Representative & Branch Partner

Fidelity Investments; Phoenix (AZ); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Tuition reimbursement program

Job summary

Fidelity Investments in Phoenix seeks a Financial Representative who will be the face of the branch, delivering exceptional client service and building long‑lasting relationships.

You will support front lobby transactions, partner with the team to deepen client engagement, and work toward required FINRA licenses. The role emphasizes integrity, accuracy, and a proactive approach to uncover opportunities for clients.

Qualifications

• Customer service or financial services experience is preferred.
• Willingness to obtain required FINRA licenses (Series 7 and 66).
• Degree or equivalent experience; certifications beneficial (CFP possible).

Responsibilities

• Assist clients at the branch and deepen client relationships.
• Provide exceptional customer service and engage with clients daily.
• Support compliance and front lobby transactions as a subject matter expert.
• Partner with team to contribute to branch success.

Skills

Customer service

Phone-based support

Interpersonal skills

Attention to detail

Organizational skills

Collaboration

Curiosity

Financial services experience

Education

Bachelor's degree or equivalent experience

CFP or related certification advantageous

Tools

Series 7 License

Series 66 License

Job description

Fidelity Investments in Phoenix seeks a Financial Representative who will be the face of the branch, delivering exceptional client service and building long‑lasting relationships.

You will support front lobby transactions, partner with the team to deepen client engagement, and work toward required FINRA licenses. The role emphasizes integrity, accuracy, and a proactive approach to uncover opportunities for clients.