Financial Representative - Memphis, TN

Fidelity will not provide immigration sponsorship for this position.

About the Role

As a Financial Representative, you will be the official face of Fidelity, shaping the branch atmosphere and inspiring client dedication through integrity and honesty. You will develop long-lasting positive relationships with clients, ensuring rewarding interactions. As a subject matter specialist in compliance and all front lobby transactions, you will partner with the team to deepen client relationships and contribute to branch success.

Responsibilities

• Serve as a compliance and front lobby transactions specialist, identifying opportunities to deepen client relationships.
• Provide exceptional daily support to Fidelity’s clients, delivering experiences that strengthen relationships.
• Proactively identify opportunities and make effective introductions to drive branch success and growth.
• Act as a technology champion within the branch, adopting new tools early and sharing knowledge to enhance team performance.

Requirements

• Customer service, phone-based support, or financial services experience.
• Experience in banking, insurance, or financial services is a plus.
• Preparation for required Series 7 and Series 66 licenses (comprehensive resources and support provided).
• A degree, equivalent experience, or professional certifications (tuition reimbursement available for CFP, degree, or equivalent credentials).
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and strong prioritization skills.
• Organizational skills to manage multiple tasks effectively.
• Openness to feedback, collaboration, and approaching challenges with curiosity.

Benefits

• Competitive total rewards package, including a stable base salary to recognize achievements.
• Comprehensive benefit programs designed to support work-life balance for you and your family.
• Extensive training provided in-branch, regionally, nationally, and virtually to support all aspects of your role.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Series 07 - FINRA Category Customer Service (required).

Fidelity’s business is governed by securities, investment, and retirement-related laws and regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, ERISA, and FINRA rules. These may restrict hiring individuals with certain criminal histories.