Client-Focused Financial Rep | Tuition Reimbursement

Fidelity Investments Inc.; Chandler (AZ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Tuition reimbursement

Training in-branch and regionally

Job summary

Fidelity Investments in Chandler, AZ is seeking a Financial Representative to deliver a compliant, client-focused experience in-branch while collaborating with the team to strengthen client relationships.

You will receive robust training and support for licensing (Series 7 and Series 66) and have access to tuition reimbursement to pursue CFP, degree, or equivalent credential, with a full-time onsite work model in Chandler.

Qualifications

• Customer service, phone-based support, or financial services experience.
• Banking, insurance, or financial services experience is a plus.
• Strong interpersonal skills with a passion for client engagement.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and prioritization.

Responsibilities

• Act as a subject matter specialist for compliance and front lobby transactions.
• Provide daily support to Fidelity’s valued clients, delivering an exceptional experience.
• Proactively identify opportunities and make effective introductions to deepen engagement.
• Partner with the branch to deepen relationships and contribute to success.
• Serve as a technology champion, adopting new tools and sharing knowledge.

Skills

Customer service

Phone support

Financial services

Job description

Fidelity Investments in Chandler, AZ is seeking a Financial Representative to deliver a compliant, client-focused experience in-branch while collaborating with the team to strengthen client relationships.

You will receive robust training and support for licensing (Series 7 and Series 66) and have access to tuition reimbursement to pursue CFP, degree, or equivalent credential, with a full-time onsite work model in Chandler.