Financial Services Representative - Boca Raton, FL
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 support to obtain the SIE, Series 7 Top Off, and Series 66 licenses, including 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 Fidelity customers by phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The initial work model is four days remotely and one day on-site at the Investor Center. After onboarding and the program, the role transitions to working on-site in the Investor Center each day. Depending on business needs, there may be additional time supporting inbound customers remotely before that transition. The role also includes weekly time for development, networking, and training, and participation in a wealth management development track to build advanced planning skills. Fidelity provides training, structure, and career coaching to help employees develop their customer-service skills, prepare for licensing exams, and explore career opportunities and personalized career paths. A finance background or college degree is not required. Fidelity will not provide immigration sponsorship for this position.
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 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.
- Strong interpersonal skills and attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- Successful completion of the required licensing exams: SIE, Series 7 Top Off, and Series 66.
Responsibilities
- Support Fidelity customers over the phone during onboarding.
- Answer customer questions about account balances.
- Process withdrawals and transfers.
- Identify resources for customers.
- Place trades.
- Study for and successfully complete the required licensing exams.
- Develop skills by serving customers with increasing complexity.
- Participate in weekly development, networking, and training.
- Transition to an on-site Investor Center role after completing the program.
- Build advanced skills in the wealth management development track.
Benefits
- Paid training.
- Fidelity-sponsored licensing exams.
- Paid study time four days a week.
- Licensing coaches, structured study plans, and dedicated exam support.
- Dedicated weekly time for development, networking, and training.
- Career coaching and support for career development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
