Financial Representative

2 months ago

Boca Raton, United States Fidelity TalentSource LLC Full time



Job Description:



Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.



The Expertise We re Looking For

  • Customer service, phone, or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
  • Degree and/or other professional certifications are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one


The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.



The Skills You Bring

  • Superb interpersonal skills and passion to engage with clients
  • An 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 are your "go to" attributes


Our Investments in You

Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding

The Value You Deliver

  • A key member of the team, you are offering support to Fidelity s most valuable clients daily
  • By identifying leads and making effective introductions, you are directly impacting the success of the branch
  • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
  • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team




Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

  • Insurance and Financial Services Representative

    4 weeks ago

    Boca Raton, Florida, United States Josh Walton - State Farm Agent Full time

    Job Title: Insurance and Financial Services PositionAre you a motivated and customer-focused individual looking for a challenging role in the insurance and financial services industry? We are seeking a talented professional to join our team as an Insurance and Financial Services Representative.Job Summary:As an Insurance and Financial Services...

  • Financial Account Representative

    4 weeks ago

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

    Role OverviewAs a Financial Account Representative with Mike Potter - State Farm Agent, you will play a vital role in supporting insurance agents in gaining and keeping customers. Your attention to detail, dedication to client relations, and sales-mindedness will equip you for this versatile position.Key ResponsibilitiesEstablish and maintain customer...

  • Financial Services Representative

    3 weeks ago

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

    Job OverviewWe are seeking a highly motivated and organized Financial Account Representative to join our State Farm Agent team. As a key member of our team, you will be responsible for establishing and maintaining strong customer relationships, providing exceptional customer service, and promoting the development of our business.Key ResponsibilitiesBuild and...

  • Financial Services Professional

    4 weeks ago

    Boca Raton, Florida, United States Fidelity Investments Full time

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

  • Senior Financial Services Representative

    4 weeks ago

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

    Senior Client AdvisorSeacoast Banking Corporation of Florida seeks a Senior Client Advisor to drive growth and revenue by building strong relationships with customers and identifying their financial needs.Key Responsibilities:Develop and maintain a deep understanding of customers' financial goals and objectives.Identify and recommend Seacoast Bank's products...

  • Financial Account Representative – State Farm Agent Team Member

    4 months ago

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

    Benefits: 401(k) matching Competitive salary Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION:Mike Potter - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As...

  • Staff Counsel II-Workers Compensation Specialist

    4 weeks ago

    Boca Raton, Florida, United States AmTrust Financial Full time

    Job Title: Staff Counsel II-Workers CompensationOverview:AmTrust Financial Services, a leading commercial insurance company, seeks a highly skilled Staff Counsel II-Workers Compensation to join its team. This is a remote position based in the state of Florida.Responsibilities:Represent the Employer/Carrier before the assigned Judge of Compensation Claims and...

  • Account Representative

    4 weeks ago

    Boca Raton, Florida, United States Alex Schaeffer - State Farm Agent Full time

    Job Title: Account RepresentativeAre you a customer-focused individual with excellent communication skills? Do you enjoy working with people and helping them achieve their goals? We are seeking a highly motivated and detail-oriented Account Representative to join our team at Alex Schaeffer - State Farm Agent.Job Summary:We are looking for a talented...

  • Patient Access Representative II

    4 weeks ago

    Boca Raton, Florida, United States Conifer Revenue Cycle Solutions Full time

    Job SummaryWe are seeking a highly skilled Patient Access Representative II to join our team at Conifer Revenue Cycle Solutions. This role is responsible for supporting departmental efficiencies by performing scheduling, registration, patient pre-admission and admission, reception and discharge functions. The ideal candidate will have excellent communication...

  • Business Development Representative

    4 weeks ago

    Boca Raton, Florida, United States Glazer Investments Full time

    Job OverviewGlazer Investments is a FinTech marketplace that connects businesses with capital solutions. As a Business Development Representative, you will play a crucial role in identifying and qualifying businesses for financing. Your expertise in analyzing financials and offering tailored growth solutions will drive business success.Key...

  • Account Representative

    4 weeks ago

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

    Unlock Your Career PotentialAre you looking for a challenging and rewarding career in sales and customer service? As an Account Representative at Mike Potter - State Farm Agent, you will have the opportunity to build strong relationships with clients and help them achieve their financial goals.About the RoleThis is a sales-focused position that involves...

  • Life Insurance Sales Representative

    4 weeks ago

    Boca Raton, Florida, United States Peterson Agency Full time

    Unlock Your Earning PotentialJoin the Peterson Agency, a leading force in the life insurance industry, as a Remote Life Insurance Sales Representative. With a proven system and a reputation for success, we're seeking motivated individuals to join our team and build a lucrative career in sales and business development.Key BenefitsFlexible schedule and...

  • Financial Services Tax Senior

    3 weeks ago

    Boca Raton, Florida, United States Withum Full time

    Join Our Team as a Financial Services Tax SeniorWe are seeking a highly skilled Financial Services Tax Senior to join our team at Withum. As a key member of our Tax Services Group, you will play a vital role in ensuring tax reporting obligations are met in an accurate and timely manner, while minimizing or deferring tax payments.About the RoleIn this...

  • Financial Services Tax Senior

    3 weeks ago

    Boca Raton, Florida, United States Withum Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Tax Senior to join our team at Withum. As a key member of our Tax Services Group, you will play a vital role in ensuring tax reporting obligations are met in an accurate and timely manner, while minimizing or deferring tax payments.With a comprehensive understanding of international, US...

  • Patient Access Representative II

    2 weeks ago

    Boca Raton, United States Conifer Health Solutions Full time

    Job DescriptionDay shift, Mon - Fri 5:30 am - 2pmJOB SUMMARY Responsible for duties in support of departmental efficiencies which may include: but not limited to performing scheduling, registration, patient pre-admission and admission, reception and discharge functions. Must obtain complete and accurate patient demographic information. Patient Access...

  • Business Development Representatives

    4 weeks ago

    Boca Raton, Florida, United States Champion Solutions Inc Full time

    Job OpportunityWe are a leading financial services firm seeking highly motivated individuals to join our team. As a Business Development Representative, you will play a critical role in driving revenue growth and expanding our customer base.Our company offers a dynamic and supportive work environment, with a focus on empowering our employees to succeed. You...

  • Business Development Representatives Wanted

    4 weeks ago

    Boca Raton, Florida, United States Champion Solutions Inc Full time

    Job OpportunityWe are a leading financial services firm seeking highly motivated individuals to join our team. Our platform offers Business Lines of Credit and Business term loans to small and medium-sized businesses across the United States and Canada.As a Business Development Representative, you will have the opportunity to work in a fun and eccentric...

  • Customer Service Representative

    4 weeks ago

    Boca Raton, Florida, United States Fifth Third Full time

    Deliver Exceptional Customer ExperiencesWe're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our banking team, you will be responsible for providing top-notch service to our customers, ensuring their financial needs are met, and building long-lasting relationships.Key...

  • Patient Access Representative II

    18 hours ago

    Boca Raton, United States Conifer Health Solutions Full time

    Job Description Day shift, Mon - Fri 5:30 am - 2pm JOB SUMMARY Responsible for duties in support of departmental efficiencies which may include: but not limited to performing scheduling, registration, patient pre-admission and admission, reception and discharge functions. Must obtain complete and accurate patient demographic information. Patient Access...

  • Entry Level Inside Sales Representative

    1 month ago

    Boca Raton, United States Strategic Value Publishing Full time

    ENTRY LEVEL POSITIONWe are located in Boca Raton, FL.1515 N Federal Highway Boca Raton, FL 33432The Job at a Glance: Our Inside Sales Representative sell advertising space to local, regional and national businesses of all sizes throughout the US. We provide a professional environment with competitive compensation and benefits package commensurate with...