Client-Focused Financial Advisor (Series 7/66)

Fidelity Investments Inc.; Boca Raton (FL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Tuition reimbursement for CFP/degree

Job summary

Fidelity Investments Inc. seeks a Financial Representative in Boca Raton to be the friendly, on-site face of the branch. You will deliver exceptional client service, assess needs, and deepen relationships through trusted guidance and compliant interactions.

Role emphasizes frontline support, licensing preparation (Series 7/66) with potential CFP/degree pathways, and a culture of ongoing training to enhance team performance. Onsite operations and collaboration with the branch team are essential.

Qualifications

• Customer service or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Licensing: Series 7 and Series 66 required or pursued; CFP/degree beneficial.
• Tuition reimbursement program helps obtain CFP, degree, or equivalent credential.

Responsibilities

• Be the face of Fidelity and provide exceptional client service in the branch.
• Identify opportunities to deepen client relationships and make effective introductions.
• Support branch success by performing front lobby transactions with integrity and compliance.
• Act as a technology champion, embracing new tools and sharing knowledge with the team.

Skills

Customer service

Client engagement

Interpersonal skills

Attention to detail

Organizational skills

Curiosity

Education

Series 7 license

Series 66 license

CFP or related credential (beneficial)

Tools

Technology adopter

Job description

Fidelity Investments Inc. seeks a Financial Representative in Boca Raton to be the friendly, on-site face of the branch. You will deliver exceptional client service, assess needs, and deepen relationships through trusted guidance and compliant interactions.

Role emphasizes frontline support, licensing preparation (Series 7/66) with potential CFP/degree pathways, and a culture of ongoing training to enhance team performance. Onsite operations and collaboration with the branch team are essential.