Financial Representative - Boca Raton, FL

Fidelity • Boca Raton, FL

3d

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create a welcoming atmosphere that inspires client dedication and engagement. Through integrity and honesty, you build long-lasting positive client relationships and provide rewarding interactions.

You serve as a subject matter specialist in compliance and front-lobby transactions, supporting branch success by identifying opportunities to deepen client relationships. You provide daily support to Fidelity clients, deliver an exceptional experience, and make effective introductions that contribute to branch growth. You also serve as a technology champion by adopting new tools and sharing knowledge with the branch team.

Fidelity provides training in-branch, regionally, nationally, and virtually, along with resources and support to prepare for the required Series 7 and Series 66 licenses. The role is based in Boca Raton, Florida. Fidelity states that it will not provide immigration sponsorship for this position.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Obtain Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare for these required licenses.
• Demonstrate superb interpersonal skills and a passion for engaging with clients.
• Assess client needs and identify opportunities.
• Demonstrate attention to detail and the ability to prioritize.
• Use organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.

Nice To Haves

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

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Build positive, long-lasting client relationships through integrity and honest interactions.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to the success and growth of the branch.
• Serve as a technology champion by embracing new tools and sharing knowledge to enhance team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families achieve balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement that can help associates obtain a CFP, degree, or equivalent credential.

What This Job Offers

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