Client-First Financial Advisor

Fidelity Investments Inc.; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments Inc. in Phoenix seeks a Financial Representative who will be the face of the branch, delivering attentive client service and upholding integrity to foster lasting relationships.

You will support daily lobby transactions, explore opportunities to deepen relationships, and collaborate with the team to drive branch success. Training and licensing support are provided; onsite work model applies.

Qualifications

• Customer service or financial services experience preferred.
• Experience with licensing (Series 7/66) or willingness to obtain licenses.
• Degree or professional certifications such as CFP are beneficial.

Responsibilities

• Provide daily support to Fidelity's valued clients.
• Identify opportunities to deepen client relationships.
• Assist with front lobby transactions and deliver excellent service.
• Collaborate with team to support branch success and onboarding training.

Skills

Customer service

Phone-based support

Financial services experience

Licensing knowledge

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Collaboration

Technology adoption

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. in Phoenix seeks a Financial Representative who will be the face of the branch, delivering attentive client service and upholding integrity to foster lasting relationships.

You will support daily lobby transactions, explore opportunities to deepen relationships, and collaborate with the team to drive branch success. Training and licensing support are provided; onsite work model applies.