Financial Representative: Client Relationships & Compliance

Fidelity Investments Inc.; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to be the friendly face of the branch, upholding integrity and driving client engagement. You will partner with team members to deepen relationships and contribute to branch success through compliant front-desk interactions.

The role emphasizes preparing for Series 7 and 66 licenses and leveraging technology to enhance client service. Onsite presence is expected with comprehensive training and support.

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.
• Degree or certifications beneficial; tuition reimbursement may help obtain CFP, degree, or credential.
• Serve as a technology champion within the branch and adopt new tools to boost performance.
• Superb interpersonal skills and passion to engage with clients.
• The ability to assess client needs and find opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Embraces feedback, collaboration, and curiosity.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Identify opportunities and make effective introductions to deepen client relationships.

Skills

Customer service

Banking experience

Insurance experience

Series 7/66 prep

Finance degree

Technology literacy

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaborative attitude

Job description

Fidelity Investments Inc. is seeking a Financial Representative to be the friendly face of the branch, upholding integrity and driving client engagement. You will partner with team members to deepen relationships and contribute to branch success through compliant front-desk interactions.

The role emphasizes preparing for Series 7 and 66 licenses and leveraging technology to enhance client service. Onsite presence is expected with comprehensive training and support.