Financial Representative

2 weeks ago


Boca Raton, Florida, United States Fidelity Investments Full time
Job Description:

We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial solutions, and identifying opportunities to deepen relationships. Your expertise in customer service, phone, or financial services will be invaluable in this role.

The Expertise We're Looking For:
  • Customer service, phone, or financial services experience
  • Banking, insurance, or financial experience
  • Ability to learn and obtain FINRA licensing material and Series 7 and 66 licenses
  • Degree and/or professional certifications, such as CFP
The Purpose of Your Role:

As a Financial Representative, your primary goal will be to have rewarding interactions with clients, providing them with expert advice and guidance to help them achieve their financial goals. You will partner with our clients to identify opportunities to deepen relationships and drive business growth.

The Skills You Bring:
  • Superb interpersonal skills and passion to engage with clients
  • Aptitude to assess client needs and identify opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious
Our Investments in You:

Fidelity Investments is committed to investing in our people and providing a competitive total rewards package, including a stable base salary and comprehensive benefits. We offer training and development opportunities to help you succeed in your role and advance your career.

The Value You Deliver:
  • Supporting Fidelity's most valuable clients daily
  • Identifying leads and making effective introductions to drive business growth
  • Providing expert advice and guidance to clients to help them achieve their financial goals
  • Being a technology champion for the branch and sharing knowledge with the team


  • Boca Raton, Florida, United States Fidelity Investments Full time

    Job Description:We are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.As a Financial Representative, you will be responsible for building strong relationships with our clients, understanding...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a Financial Representative, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and maintain a deep...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.About the Role:We are looking for a highly motivated and customer-focused individual who can provide exceptional service...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity Investments is seeking a highly skilled Financial Representative to join our team. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:Provide personalized financial guidance and advice to clientsBuild and maintain strong...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.Key ResponsibilitiesProvide exceptional customer service and support to clientsIdentify and pursue new business...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.Key ResponsibilitiesProvide exceptional customer service and support to clientsIdentify and pursue new business...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity TalentSource LLC. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesDevelop and...


  • Boca Raton, Florida, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their...


  • Boca Raton, Florida, United States Truist Financial Corporation Full time

    Job Title: Dealer Activation RepresentativeTruist Financial Corporation is seeking a highly skilled Dealer Activation Representative to join our team. As a key member of our organization, you will be responsible for ensuring a seamless onboarding experience for our dealers, providing exceptional customer service, and driving business growth.Key...


  • Boca Raton, Florida, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients,...


  • Boca Raton, Florida, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial needs and...


  • Boca Raton, Florida, United States Truist Financial Corporation Full time

    Job Title: Dealer Activation Representative-Service FinanceAt Truist Financial Corporation, we are seeking a highly skilled Dealer Activation Representative to join our team. As a key member of our Service Finance department, you will be responsible for onboarding new dealer clients and maintaining their profiles.Key Responsibilities:Enroll new dealer...


  • Boca Raton, Florida, United States Seacoast Bank Full time

    Job Summary:This position is responsible for increasing branch assets, deposits, customer base, and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...


  • Boca Raton, Florida, United States Seacoast Banking Corporation of Florida Full time

    Job SummaryThis position is responsible for driving business growth by building strong relationships with customers and identifying their financial needs. The ideal candidate will have excellent communication skills and be able to match Seacoast Bank's products and services to meet customer needs.Key ResponsibilitiesDevelop and maintain relationships with...


  • Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time

    {"title": "Financial Account Representative", "description": "Job SummaryWe are seeking a highly organized and efficient Financial Account Representative to join our team at Mike Potter - State Farm Agent. As a key member of our team, you will be responsible for establishing customer relationships, providing exceptional customer service, and promoting the...


  • Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time

    {"title": "Financial Account Representative", "description": "Role OverviewWe are seeking a highly organized and efficient specialist to join our team as a Financial Account Representative. As a key member of our State Farm Agent team, you will be responsible for establishing customer relationships, providing prompt and accurate customer service, and using a...


  • Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time

    About the RoleWe are seeking a highly organized and efficient specialist to join our team as a Financial Account Representative - State Farm Agent Team Member. As a key member of our agency, you will be responsible for providing exceptional customer service, building strong relationships with clients, and supporting insurance agents in gaining and keeping...


  • Boca Raton, Florida, United States DEFENDERS Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Subscriber Economics team at Defenders. As a key member of our finance team, you will play a critical role in analyzing and interpreting financial data to inform business decisions.Key ResponsibilitiesDevelop and maintain complex financial models to analyze subscriber data and...


  • Boca Raton, Florida, United States Mike Potter - State Farm Agent Full time

    Job OverviewAs a Financial Account Representative with Mike Potter - State Farm Agent, you will play a vital role in supporting insurance agents in acquiring and retaining customers. This position requires a detail-oriented and customer-focused individual who can provide exceptional service and sales support.Key ResponsibilitiesCustomer Relationship...

  • Sales Representative

    4 weeks ago


    Boca Raton, Florida, United States TouchSuite Full time

    About Us:TouchSuite is a pioneering force in financial technology, revolutionizing payment risk management across the eCommerce and card-present sectors. Our innovative solutions cater to the Business-to-Business market throughout the U.S. and Canada. We've been recognized eight times on Inc. Magazine's "Inc. 500" list, a testament to our growth and...