Financial Services Representative - Boca Raton, FL

Fidelity • Boca Raton, FL

1d • Hybrid

About The Position

Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you obtain licenses and build skills. This role requires successful completion of all exams. You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move. You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

Requirements

• High energy and enthusiasm with a demonstrated passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
• Eagerness to learn and build a profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
• Coachability, collaboration, and curiosity

Nice To Haves

• No finance background or college degree needed to succeed.

Responsibilities

• Support Fidelity’s customers.
• Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66).
• Support customers with increasing complexity.
• Participate in dedicated weekly time for development, networking, and training.
• Transition to a fully on-site Investor Center role.
• Support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
• Work from home with one day per week in the Investor Center during onboarding.
• Transition to working on-site in the Investor Center each day after completing onboarding.

Benefits

• Paid training to obtain licenses
• Fully sponsored FINRA licenses (SIE, Series 7 Top Off, and Series 66)
• Paid study time 4 days a week
• Licensing coaches
• Structured study plans
• Dedicated support to help you succeed
• Dedicated weekly time for development, networking, and training
• Career coaching
• Progression through a career development experience on your way to your first promotion

What This Job Offers

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