Top 83 Financial professional Jobs in Tempe, Az

Financial Services Representative - Scottdale, AZ
Fidelity Investments —Phoenix, AZ
- Full-time
- Office
- Entry level
- Paid training
7d
Financial Services Representative
Charles Schwab —Phoenix, AZ
- $26.01 - $26.98 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
- Paid training
- Paid parental leave
14d
Tailored Licensed Support Financial Advisor
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Financial Representative
Northwestern Mutual —Phoenix, AZ
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
WestPac —Gilbert, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Gilbert, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - Edward Jones Connections
Edward Jones —Tempe, AZ
- $63,200 - $104,200 a year
- Extended hours
- Remote
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
Financial Advisor
Edward Jones —Scottsdale, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
1d
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
Financial Advisor
Thrivent —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply
Licensed Financial Services Representative
Charles Schwab —Phoenix, AZ
- $28.37 - $31.97 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
14d
Financial Services Professional
OPS Agency —Phoenix, AZ
- $5,000 - $20,000 a month
- Part-time
- Hybrid work
- Bilingual
- Background check
- 18 years or older
- Professional development assistance
- Opportunities for advancement
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Tempe, AZ
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Services Representative
Touchstone Wealth —Scottsdale, AZ
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Bachelor's degree
- Experience equivalent to degree accepted
- Professional development assistance
Quick Apply
Financial Advisor
Global Credit Union —Mesa, AZ
- $60,000 - $80,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Business development
- Health savings account
- Paid holidays
Experienced Financial Advisor
Touchstone Wealth —Scottsdale, AZ
- $75,000 - $350,000 a year
- Full-time
- Financial services
- Senior level
Quick Apply
Wealth Financial Advisor
CAPTRUST —Phoenix, AZ
- $90,000 - $100,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Health savings account
- Disability insurance
Financial Aid Advisor
University of Advancing Technology —Tempe, AZ
- $50,000 - $61,000 a year
- Full-time
- Mid-level
- University
- Bachelor's degree
- Store discount
- AD&D insurance
Quick Apply

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financial professional jobs near tempe, az

Financial Services Representative - Scottdale, AZ

Fidelity Investments -
Phoenix, AZ

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Job Details

Full-time
7 days ago

Benefits

Paid training

Qualifications

Financial services customer support
Trade execution in financial markets
Serving clients
Financial transaction processing
Investment account customer support
Handling account queries
Experience practicing in the securities industry
Withdrawals
Entry level

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial professional jobs in tempe, az

Financial Services Representative - Scottdale, AZ

Financial Services Representative

Tailored Licensed Support Financial Advisor

Financial Representative

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor - Edward Jones Connections

Financial Advisor

Sr. Financial Advisor - Edward Jones Connection

Financial Advisor

Licensed Financial Services Representative

Financial Services Professional

Financial Advisor

Financial Services Representative

Financial Advisor

Experienced Financial Advisor

Wealth Financial Advisor

Financial Aid Advisor

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