Financial Representative - Memphis, TN

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

## Financial Representative - Memphis, TNApplylocations: Germantown, TNtime type: Full timeposted on: Posted Todayjob requisition id: 2127554## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.**The Expertise We’re Looking For*** Customer service, phone, or financial services experience will prepare you for this role* Banking, insurance, or financial experience is an excellent addition to your experience* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses* Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one**The Purpose of Your Role**It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.**The Skills You Bring*** Superb interpersonal skills and passion to engage with clients* An aptitude to assess client needs and identify opportunities* Remarkable attention to detail and ability to prioritize* Organizational skills to manage multiple tasks* Being coachable, collaborative, and curious are your "go to" attributesNote: Fidelity is not providing immigration sponsorship for this position**Our Investments in You****Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our****benefit programs****are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!****The Value You Deliver*** A key member of the team, you are offering support to Fidelity’s most valuable clients daily* By identifying leads and making effective introductions, you are directly impacting the success of the branch* Your efforts will be valued by clients and you will find working with those clients a rewarding experience* As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamFidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.