Don't worry, we can still help! Below, please find related information to help you with your job search.
- Financial Customer Service Representative
- Member Financial Representative
- Financial Representative
- Licensed Financial Services Representative
- Warehouse Packers – Fl
- Remote Patient Financial Representative
- Customer Service Financial Representative
- Financial Aid Representative
- Financial Advisor Boca Raton Florida
- Fl Licensed Surveyor
Financial Representative - Boca Raton, Fl
Company | Fidelity Investments |
Address | , Boca Raton, 33433, Fl |
Employment type | |
Salary | |
Expires | 2023-06-29 |
Posted at | 1 year ago |
:
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
- 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 63 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
- Customer service, phone, or financial services experience will prepare you for this role
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
- Being coachable, collaborative, and curious are your "go to" attributes
- Organizational skills to manage multiple tasks
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 benefit programs are designed to help you and your family strike the right balance. 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
- 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
- A key member of the team, you are offering support to Fidelity’s most valuable clients daily
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Please see below for the salary range for work locations in Colorado only:
N/APlease see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/APlease see below for the salary range for work locations in California only:
N/APlease see below for the salary range for work locations in Washington only:
N/ACertifications:
Series 07 - FINRAFidelity 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 Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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, or by calling 800-835-5099, prompt 2, option 3.
-
Systems Analyst - Excel, Xml, Sql, Scripting
By CyberCoders At Salt Lake City, UT, United States 7 months ago
-
(Senior) Finance & Shared Services Manager
By Catholics For Choice At Washington, DC, United States 7 months ago
-
Paralegal - Probate Administration
By CyberCoders At Miami, FL, United States 7 months ago
-
Account Executive - Automotive Software
By ECW Search At United States 7 months ago
-
Construction Project Coordinator Jobs
By CyberCoders At River Falls, WI, United States 7 months ago