Client-Centric Financial Advisor

Fidelity Investments Inc.; Nashville (TN); In loco; USD 45.000 - 60.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. is seeking a Financial Representative to serve as the face of the branch, delivering exceptional client service and building lasting relationships.

You will engage with clients, identify needs, and support compliant front-desk transactions while preparing for Series 7/66 licensing and professional development opportunities. The role emphasizes in-branch training, collaboration with team members, and a focus on accuracy, attention to detail, and a proactive approach to

Competenze

• Customer service or financial services experience is a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Tuition reimbursement may support CFP, degree, or equivalent credential.
• Degree or professional certifications are beneficial.

Mansioni

• Provide high-quality client service and act as the face of Fidelity in the branch.
• Identify client needs and opportunities to deepen relationships.
• Support front lobby transactions and regulatory compliance.
• Prepare for Series 7 and 66 licenses as part of role development.

Conoscenze

Customer service

Financial services

Series 7/66 prep

CFP prep

Tech ambassador

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaboration

Formazione

Bachelor's degree or equivalent experience

Descrizione del lavoro

Fidelity Investments Inc. is seeking a Financial Representative to serve as the face of the branch, delivering exceptional client service and building lasting relationships.

You will engage with clients, identify needs, and support compliant front-desk transactions while preparing for Series 7/66 licensing and professional development opportunities. The role emphasizes in-branch training, collaboration with team members, and a focus on accuracy, attention to detail, and a proactive approach to