Financial Representative

Join a team where your daily work helps clients feel supported, guided, and confident. As a Financial Representative at Fidelity in Chandler, AZ , you’ll deliver a compliance-focused client experience in-branch while partnering with your team to strengthen relationships and contribute to branch success. You’ll also be supported by robust training and a tuition reimbursement program to help you pursue a CFP, degree, or equivalent credential . What you’ll do Act as a subject matter specialist for compliance and all front lobby transactions . Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that helps deepen relationships. Proactively identify opportunities, including making effective introductions to strengthen engagement. Partner with the branch to contribute to its success by finding ways to deepen relationships . Serve as a technology champion in the branch, adopting new tools early and sharing knowledge to enhance team capabilities and overall performance. What we’re looking for A strong foundation from customer service, phone-based support, or financial services experience . Experience in banking, insurance, or financial services is a plus. Superb interpersonal skills and a genuine passion for engaging with clients. The ability to assess client needs and identify opportunities to help. Remarkable attention to detail , with the ability to prioritize effectively. Organizational skills to manage multiple tasks. A collaborative, curious approach: embraces feedback , fosters collaboration, and approaches challenges with curiosity. Licensing and training support Fidelity provides comprehensive resources and support to prepare for the required Series 7 and Series 66 licenses. Certifications: Series 07 - FINRA , Series 63 - FINRA . Benefits Competitive total rewards package, including a stable base salary. Benefit programs designed to help you and your family strike the right balance. Training delivered in-branch, regionally, nationally, and virtually . Tuition reimbursement to help obtain a CFP , degree, or equivalent credential. Onsite working model (Chandler, AZ) Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Some roles and locations currently require 100% onsite , while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Category: Customer Service #J-18808-Ljbffr