Financial Representative - Boca Raton, FL

Fidelity Investments Inc.; Boca Raton (FL); In loco; USD 42.000 - 62.000; Tempo pieno

Vantaggi offerti da questo lavoro

Tuition reimbursement for CFP/degree

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Customer service

Client engagement

Interpersonal skills

Attention to detail

Organizational skills

Curiosity

Formazione

Series 7 license

Series 66 license

CFP or related credential (beneficial)

Strumenti

Technology adopter

Descrizione del lavoro

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Financial Representative

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

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. 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 finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

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.

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:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

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.