Client-Focused Financial Representative | Series 7/66 Prep

Fidelity Investments; Germantown (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Fidelity Investments is seeking a Financial Representative to serve as the friendly face in the branch, delivering quality client service and facilitating conversations that deepen relationships. You will collaborate with teammates to provide compliant, accurate financial guidance, while pursuing licenses (Series 7 and 66) and building trust with clients through integrity and clear communication.

We provide training, a supportive environment, and opportunities to grow within a nationwide firm

Qualifications

• 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 help obtain CFP, degree, or equivalent credential.

Responsibilities

• Provide front lobby customer service and assist with transactions.
• Assess client needs and identify opportunities to deepen relationships.
• Collaborate with branch team to deliver compliant, accurate financial guidance.

Skills

Customer service

Financial services experience

Interpersonal skills

Attention to detail

Organizational skills

Education

Bachelor's degree

Job description

Fidelity Investments is seeking a Financial Representative to serve as the friendly face in the branch, delivering quality client service and facilitating conversations that deepen relationships. You will collaborate with teammates to provide compliant, accurate financial guidance, while pursuing licenses (Series 7 and 66) and building trust with clients through integrity and clear communication.

We provide training, a supportive environment, and opportunities to grow within a nationwide firm