Financial Services Representative - Boca Raton, FL
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. 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. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
Requirements
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person)
- 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
- Successful completion of all licensing exams (SIE, Series 7 Top Off, and Series 66)
Nice To Haves
- Finance background
- College degree
Responsibilities
- Support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
- Obtain FINRA (Financial Industry Regulatory Authority) licenses by earning your SIE, Series 7 Top Off, and Series 66 licenses.
- Support customers with increasing complexity to strengthen skills.
- Participate in dedicated weekly time for development, networking, and training.
- Transition to a fully on-site Investor Center role after completing the program.
- Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning fully onsite.
Benefits
- Paid training
- Fully sponsored FINRA licensing exams (SIE, Series 7 Top Off, and Series 66)
- Paid study time (4 days a week)
- Licensing coaches
- Structured study plans
- Dedicated support for licensing
- Dedicated weekly time for development, networking, and training
- Career coaching
- Support and structure for future planning
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
