Financial Representative: Client Impact & Onsite Licensing

Soteria Reinsurance Ltd.; Germantown (TN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Tuition reimbursement

Training program

Competitive benefits

Job summary

Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch in the Memphis area. You will deliver exceptional client service, help families plan for their financial futures, and support frontline operations with integrity and professionalism.

The role emphasizes compliance, relationship development, and collaboration with team members. Training is provided to earn FINRA licenses (Series 7/66) and ongoing professional growth opportunities.

Qualifications

• Excellent interpersonal and client-facing skills required.
• Experience in banking, insurance, or financial services helpful.
• Willingness to learn FINRA licensing material and earn Series 7/66 licenses.

Responsibilities

• Provide high-quality client service and frontline support at the branch.
• Identify client needs and opportunities to strengthen relationships.
• Assist with front lobby transactions and compliance to protect client interests.
• Support onboarding of new clients and use technology to improve service.

Skills

Interpersonal skills

Customer service

Attention to detail

Organizational skills

Coachable/collaborative

Education

Bachelor's degree

Tools

Series 7/66

Job description

Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch in the Memphis area. You will deliver exceptional client service, help families plan for their financial futures, and support frontline operations with integrity and professionalism.

The role emphasizes compliance, relationship development, and collaboration with team members. Training is provided to earn FINRA licenses (Series 7/66) and ongoing professional growth opportunities.