
This entry-level Financial Services Representative role is based in Chandler, Arizona, with a hybrid work arrangement starting as four days remote and one day on-site at an Investor Center before transitioning to full on-site work. The position focuses on supporting customers via inbound calls regarding account balances, withdrawals, and trades while preparing for a career in wealth management. Key responsibilities include completing a paid, industry-leading training program to obtain Series 7 and 66 FINRA licenses, developing advanced financial planning skills, and providing high-quality customer service. The role is appealing due to its structured career development path, personalized coaching, and comprehensive benefits including tuition reimbursement and a 401(k) match, making it an ideal opportunity for individuals passionate about finance without requiring prior experience or a specific degree.


















