In-Branch Financial Advisor (Series 7/66 Ready)

Soteria Reinsurance Ltd.

Scottsdale (AZ)

On-site

USD 52,000 - 64,000

Full time

6 days ago

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Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments in Scottsdale is seeking a Financial Representative to be the branch’s official face, delivering exceptional client experiences and strengthening relationships. You will partner with the team to identify opportunities, support front lobby transactions, and contribute to branch success.

The role emphasizes customer service within a financial services context, with training for required licenses (Series 7 and 66) provided.

Qualifications

Customer service, phone-based support, or financial services experience provides a strong foundation.
Experience in banking, insurance, or financial services is a plus.
Series 7 and Series 66 licenses training provided.
A degree, equivalent experience, or certifications like CFP beneficial (tuition reimbursement).
Serve as a technology champion within the branch, embracing 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

Be the official face of Fidelity in the branch and deliver an exceptional client experience.
Identify opportunities to deepen client relationships and drive branch success.
Support daily front lobby transactions with integrity and compliance.
Collaborate with team to leverage training and tools for client service excellence.