Client-Focused Financial Services Specialist

Fidelity Investments Inc.; Nashville (TN); On-site; USD 52,000 - 72,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative who will be the face of the branch, delivering integrity-driven experiences to clients and strengthening relationships.

You will partner with the team to support daily operations, drive client engagement, and identify opportunities to deepen outreach. The role emphasizes compliance knowledge, front lobby transactions, and preparation for Series 7 and 66 licenses, with training and onboarding designed to ensure success.

Qualifications

• Customer service, phone-based support, or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Tuition reimbursement can help obtain CFP, degree, or equivalent credential.

Responsibilities

• Be the official face of Fidelity in the branch, delivering rewarding client interactions.
• Identify opportunities to deepen relationships and foster client engagement.
• Partner with team to support branch success and onboarding of clients.

Skills

Customer service

Phone-based support

Banking/financial services experience

Series 7 and 66 license prep

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaboration/feedback oriented

Technology adoption

Education

Bachelor's degree or equivalent experience

CFP or related credential beneficial

Job description

Fidelity Investments Inc. is seeking a Financial Representative who will be the face of the branch, delivering integrity-driven experiences to clients and strengthening relationships.

You will partner with the team to support daily operations, drive client engagement, and identify opportunities to deepen outreach. The role emphasizes compliance knowledge, front lobby transactions, and preparation for Series 7 and 66 licenses, with training and onboarding designed to ensure success.