Client-Focused Financial Advisor (In-Branch
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-22
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Fidelity Investments in Phoenix, AZ is seeking a Financial Representative to be the facing ambassador for the branch. You will deliver exceptional client service, handle front lobby transactions, and contribute to branch success by identifying opportunities to deepen client relationships.
The role requires pursuing Series 7 and Series 66 licenses with provided training. A degree or equivalent experience is preferred, and candidates should excel in communication, attention to detail, and
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