Client-Focused Financial Advisor (In-Branch)

Soteria Reinsurance Ltd.; Phoenix (AZ); On-site; USD 55,000 - 90,000; Full time

Job summary

Fidelity Investments in Phoenix, AZ is seeking a Financial Representative to be the facing ambassador for the branch. You will deliver exceptional client service, handle front lobby transactions, and contribute to branch success by identifying opportunities to deepen client relationships.

The role requires pursuing Series 7 and Series 66 licenses with provided training. A degree or equivalent experience is preferred, and candidates should excel in communication, attention to detail, and

Qualifications

• Customer service or financial services experience required.
• Series 7 and 66 licenses required or in process; training provided.
• Degree or equivalent experience preferred; CFP/CFP-like credentials beneficial.

Responsibilities

• Provide customer service and handle front lobby transactions.
• Identify opportunities to deepen client relationships and grow the branch.
• Serve as technology champion and adopt new tools to improve performance.

Skills

Customer service

Phone-based support

Financial services experience

Series 7

Series 66

CFP certification

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments in Phoenix, AZ is seeking a Financial Representative to be the facing ambassador for the branch. You will deliver exceptional client service, handle front lobby transactions, and contribute to branch success by identifying opportunities to deepen client relationships.

The role requires pursuing Series 7 and Series 66 licenses with provided training. A degree or equivalent experience is preferred, and candidates should excel in communication, attention to detail, and