Financial Services Representative - Boca Raton, FL

Fidelity•Boca Raton, FL

4d•Hybrid

About The Position

Fidelity is hiring a Financial Services Representative to support customers while developing a foundation for a career in financial planning and advice. The role includes paid training and preparation for a future position serving as the face of Fidelity’s Investor Centers. Fidelity sponsors the required FINRA licensing exams: SIE, Series 7 Top Off, and Series 66. Candidates receive paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all exams is required. During onboarding, the representative supports customers by phone while working remotely four days per week and onsite one day per week at the Boca Raton Investor Center. Customer support includes answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The work involves customers with increasing levels of complexity, alongside dedicated weekly time for development, networking, and training. After onboarding, the representative transitions to working onsite at the Investor Center each day. Depending on business needs, there may be additional time supporting inbound customers remotely before that transition. The representative joins Fidelity’s wealth management development track, builds customer-service proficiency and advanced planning skills, and receives career coaching to explore opportunities and chart a personalized career path. Fidelity provides the training needed to service customers and prepare for licensing exams; a finance background or college degree is not required. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted by laws and regulations concerning certain criminal histories.

Requirements

High energy and enthusiasm, with a demonstrated passion for helping people.
Flexibility and self-motivation.
Customer service experience by phone or in person.
Ability to thrive in a fast-paced, face-to-face client environment.
Eagerness to learn and build a profession in financial services.
Ability to deliver an outstanding customer experience.
Strong interpersonal skills and attention to detail.
Ability to handle multiple tasks at once.
Coachability, collaboration, and curiosity.
Successful completion of all required licensing exams.
No finance background or college degree is required.

Responsibilities

Support Fidelity customers by phone, answering questions about account balances.
Process customer withdrawals and transfers.
Identify resources for customers and place trades.
Provide service to customers with increasing levels of complexity.
Study for and successfully complete the required SIE, Series 7 Top Off, and Series 66 exams.
Participate in development, networking, training, and career coaching.
Transition to an onsite Investor Center role after onboarding.