Financial Representative - Nashville, TN

Fidelity Investments • Nashville, TN

1d

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help shape its atmosphere. Through integrity and honesty, you inspire client dedication and engagement and build long-lasting positive relationships. You provide rewarding interactions, act as a subject matter specialist in compliance and front-lobby transactions, and contribute to branch success by identifying opportunities to deepen client relationships.

You provide daily support to Fidelity’s valued clients and deliver an exceptional experience that strengthens relationships. By proactively identifying opportunities and making effective introductions, you contribute directly to the success and growth of the branch. Fidelity provides training in-branch, regionally, nationally, and virtually, along with resources and support to prepare for the required Series 7 and Series 66 licenses.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Ability to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Must obtain the required Series 7 and Series 66 licenses; Fidelity provides preparation resources and support.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Serve as a technology champion in the branch by adopting new tools and sharing knowledge with the team.
• Contribute to branch success and growth.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement program that can help associates obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed