Financial Representative - Client Growth & Training

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

Job summary

Fidelity Investments in Chandler, AZ seeks a Financial Representative who will serve as the face of the branch, delivering courteous service and helping clients with everyday banking and investment needs. You will work closely with colleagues to uphold compliance and build trust through integrity and personalized guidance.

This role requires developing relationships, pursuing opportunities to deepen client engagement, and preparing for FINRA licenses.

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Preparation for Series 7 and Series 66 licenses is supported by training.
• Tuition reimbursement can help obtain CFP, degree, or equivalent credential.
• Serve as a technology champion and share knowledge to enhance team capabilities.

Responsibilities

• Provide daily support to Fidelity's most valued clients and deliver an exceptional experience.
• Identify opportunities to deepen relationships and make effective introductions to relevant products and services.
• Collaborate with branch team to drive branch success and client loyalty.
• Ensure compliance with FINRA rules and Fidelity policies.

Skills

Customer service

Financial services experience

Technology adoption

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Team collaboration

Education

Series 7 license

Series 66 license

Tools

FINRA/Compliance knowledge

Job description

Fidelity Investments in Chandler, AZ seeks a Financial Representative who will serve as the face of the branch, delivering courteous service and helping clients with everyday banking and investment needs. You will work closely with colleagues to uphold compliance and build trust through integrity and personalized guidance.

This role requires developing relationships, pursuing opportunities to deepen client engagement, and preparing for FINRA licenses.