Financial Representative - Gilbert, AZ

About the role

The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients.

Responsibilities

• Partner and contribute to branch success by finding opportunities to deepen relationships.
• Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
• Proactively identify opportunities and make effective introductions, playing a direct role in driving the success and growth of the branch.

Requirements

• 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.
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential).
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.
• Superb interpersonal skills and passion to engage with clients.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.

Qualifications

• Expertise and skills as outlined above.

Skills

• Customer service skills.
• Phone-based support skills.
• Financial services experience.
• Series 7 and Series 66 licenses.
• Interpersonal skills.
• Attention to detail.
• Organizational skills.
• Feedback and collaboration skills.

Benefits

• Competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Onsite working model with evolving expectations as the rollout continues.

Pay

Details about pay are not specified in the job description.

Schedule

Details about schedule are not specified in the job description.

Benefits

• Benefit programs designed to help you and your family strike the right balance.