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Fidelity Manager Jobs in Tennessee (NOW HIRING)

American Fidelity

Sales Representative- TN

Jackson, TN · On-site

$87K - $119K/yr

Our salaried account managers are responsible for selling benefits, retirement, and other ... Company Overview Founded in 1960, American Fidelity Assurance Company is a private, family-owned ...

UHS

PROGRAM (Community) Manager

Mountain City, TN · On-site

... Fidelity and the overall Therapeutic Program. The Community Manager acts as a member of the ... interdisciplinary treatment team providing continuous patient care, observation, interaction, and ...

UHS

PROGRAM (Community) Manager

Mountain City, TN · On-site

... Fidelity and the overall Therapeutic Program. The Community Manager acts as a member of the ... interdisciplinary treatment team providing continuous patient care, observation, interaction, and ...

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Fidelity Manager information

See Tennessee salary details

$22.2K

$54K

$105.3K

How much do fidelity manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for fidelity manager in Tennessee is $54,026.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $62,200.00 per year, depending on experience, location, and employer.

What is a fidelity manager?

A Fidelity Manager is a professional responsible for overseeing and maintaining the integrity and accuracy of records, assets, or investments, ensuring that company or client interests are protected against loss or fraud. They may work in industries such as finance, insurance, or asset management, managing processes related to compliance, risk assessment, and quality assurance. Their duties often include developing policies, conducting audits, and coordinating with other departments to ensure adherence to regulatory requirements. Effective Fidelity Managers possess strong analytical, communication, and organizational skills. They play a crucial role in safeguarding organizational reputation and client trust.

What are the key skills and qualifications needed to thrive as a fidelity manager?

To thrive as a Fidelity Manager, you generally need a background in finance, investment management, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management systems, financial analysis tools, and certifications like CFA or FINRA licenses are typically required. Exceptional analytical thinking, attention to detail, and strong interpersonal communication help build trust with clients and stakeholders. These competencies are critical for ensuring accurate portfolio management, compliance with industry regulations, and maintaining client satisfaction.

What are the most common challenges faced by a fidelity manager in ensuring compliance with industry regulations?

A Fidelity Manager often faces the challenge of staying current with frequently changing financial regulations and ensuring that all internal processes align with those standards. This involves coordinating with compliance teams, conducting regular audits, and providing training to staff on new policies. Managing these responsibilities while maintaining strong client relationships and minimizing operational risk can be demanding, but it is essential for the integrity and reputation of the organization. Strong communication skills and attention to detail are key to overcoming these challenges.

What is the difference between Fidelity Manager vs Fidelity Analyst?

AspectFidelity ManagerFidelity Analyst
Required CredentialsBachelor's degree, certifications like CFA often preferredBachelor's degree, certifications like CFA or related often preferred
Work EnvironmentOversees teams, manages client portfolios, strategic planningAnalyzes data, supports portfolio decisions, research-focused
Employer & Industry UsageFinancial services firms, asset management companiesFinancial firms, investment banks, asset management firms

Fidelity Managers typically oversee teams and client portfolios, requiring leadership skills and strategic planning, while Fidelity Analysts focus on data analysis and research to support investment decisions. Both roles are integral in financial services, but differ in responsibilities and scope.

What are the most commonly searched types of Fidelity jobs in Tennessee?

The most popular types of Fidelity jobs in Tennessee are:

What cities in Tennessee are hiring for Fidelity Manager jobs?

Cities in Tennessee with the most Fidelity Manager job openings:

Fidelity Manager jobs near you
Infographic showing various Fidelity Manager job openings in Tennessee as of June 2026, with employment types broken down into 6% As Needed, 11% Full Time, 77% Part Time, and 6% Temporary. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $54,026 per year, or $26 per hour.

Planning Consultant-Franklin, TN

Fidelity Investments

Franklin, TN • On-site

Full-time

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities

The Team
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.
Fidelity'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:
Category:
Relationship Management
Please 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.

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