Client-Focused Financial Advisor (Series 7/66 Prep)

Soteria Reinsurance Ltd.; Chandler, Northern (AZ, KY); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

In-branch training

Tuition reimbursement

Competitive total rewards

Job summary

Fidelity Investments in Chandler, AZ seeks a Financial Representative to be the branch face, delivering exceptional client experiences and strengthening relationships. You will handle daily client interactions, identify opportunities, and drive branch growth.

The role supports licensing readiness (Series 7/66), embraces new tools, and offers structured training—onsite and via regional programs—with tuition reimbursement toward CFP or related credentials.

Qualifications

• Customer service, phone-based support, or financial services experience is a strong foundation.
• Experience in banking, insurance or financial services is a plus.
• Tuition reimbursement may help obtain CFP, degree, or equivalent credential.
• Serve as a technology champion using new tools in the branch.
• Strong interpersonal and organizational skills with attention to detail.
• Ability to assess client needs and identify opportunities.

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver exceptional service.
• Identify opportunities and make introductions to deepen client relationships.
• Contribute to branch success and maintain compliance in front lobby transactions.
• Embrace onboarding and training, including onsite, regional, and virtual programs.

Skills

Customer service

Financial services experience

Licensing prep Series 7/66

Interpersonal skills

Detail orientation

Organizational skills

Education

Bachelor's degree or equivalent

CFP or related credential

Job description

Fidelity Investments in Chandler, AZ seeks a Financial Representative to be the branch face, delivering exceptional client experiences and strengthening relationships. You will handle daily client interactions, identify opportunities, and drive branch growth.

The role supports licensing readiness (Series 7/66), embraces new tools, and offers structured training—onsite and via regional programs—with tuition reimbursement toward CFP or related credentials.