Financial Representative - Boca Raton, FL

Fidelity Investments • Boca Raton, FL

4d • Onsite

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build long-lasting positive relationships and provide rewarding interactions with clients. You will serve as a subject matter specialist in compliance and front-lobby transactions, partnering with colleagues and identifying opportunities to deepen client relationships and contribute to branch success.

You will provide daily support to Fidelity’s valued clients, deliver an exceptional experience, proactively identify opportunities, and make effective introductions that support client relationships and branch growth. The role includes training in-branch, regionally, nationally, and virtually.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Ability to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Must obtain the Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Serve as the official face of Fidelity in the branch and promote positive client relationships.
• Provide daily support to clients and deliver an exceptional client experience.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Champion technology by adopting new tools and sharing knowledge with the team.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement program that can help obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed