Client-Focused Financial Representative – Onsite Training

Fidelity Investments Inc.; Gilbert (AZ); On-site; USD 43,000 - 65,000; Full time

Job summary

Fidelity Investments Inc. in the United States is seeking a Financial Representative to be the face of the branch, delivering trusted service and building lasting client relationships.

You will act as a subject matter expert in compliance and front lobby transactions, partnering with the team to identify opportunities and deepen client engagement while maintaining high integrity and accuracy in daily operations.

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Comprehensive resources and support are provided to prepare for Series 7 and Series 66 licenses.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement can help obtain CFP).
• Serve as a technology champion within the branch and embrace new tools.
• Superb interpersonal skills and passion to engage with clients.
• Ability to assess client needs and find opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Proactively identify client needs and make effective introductions to deepen relationships.
• Collaborate with the team to drive branch success and client engagement.
• Assist with onboarding and training across the region to ensure consistency.

Skills

Customer service

Finance industry experience

Licensing prep (Series 7/66)

Tech-savvy

Interpersonal skills

Needs assessment

Attention to detail

Organization

Team collaboration

Education

College degree beneficial

CFP or related certification aspirational

Job description

Fidelity Investments Inc. in the United States is seeking a Financial Representative to be the face of the branch, delivering trusted service and building lasting client relationships.

You will act as a subject matter expert in compliance and front lobby transactions, partnering with the team to identify opportunities and deepen client engagement while maintaining high integrity and accuracy in daily operations.