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Fidelity Jobs in Boca Raton, FL (NOW HIRING)

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities * Build and maintain a strong referral pipeline with strategic partners * Develop and nurture Centers of Influence ...

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Senior Engineer

Fort Lauderdale, FL

$99K - $137K/yr

You'll work across engine, rendering, and graphics systems, helping teams maximise visual fidelity while ensuring games run efficiently across target platforms. We're looking for an engineer who ...

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$30.5K

$62.3K

$140.5K

How much do fidelity jobs pay per year?

As of Aug 20, 2026, the average yearly pay for fidelity in Boca Raton, FL is $62,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,476.00 and $75,238.00 per year, depending on experience, location, and employer.

What is a fidelity job?

Fidelity jobs refer to positions offered by Fidelity Investments, a multinational financial services corporation. These roles span a variety of areas including financial advising, customer service, technology, investment management, and operations. Employees at Fidelity typically help clients with investment choices, retirement planning, and managing financial portfolios. The company is known for offering comprehensive training, growth opportunities, and a strong benefits package. Working at Fidelity can be a good fit for those interested in finance, technology, and customer service.

What skills and qualifications are needed to thrive as a Fidelity analyst?

To thrive as a Fidelity Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of finance or investment principles, often backed by a degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA or Series 7 are typically advantageous. Excellent communication, problem-solving, and client service skills help build trust and effectively address client needs. These capabilities are critical for ensuring accurate investment analysis, regulatory compliance, and successful client outcomes in financial services.

What are common challenges faced by Fidelity analysts when working with sensitive financial data?

Fidelity Analysts often handle sensitive client and transactional data, making data security and accuracy top priorities. Common challenges include ensuring compliance with strict regulatory standards, managing large volumes of confidential information, and maintaining up-to-date knowledge of evolving security protocols. Collaborating closely with compliance officers, IT security teams, and other analysts is essential to effectively mitigate risks and ensure data integrity. Staying organized and detail-oriented helps Fidelity Analysts meet these challenges while supporting the company’s commitment to client trust.

What are the most commonly searched types of Fidelity jobs in Boca Raton, FL?

The most popular types of Fidelity jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Fidelity jobs?

Cities near Boca Raton, FL with the most Fidelity job openings:

Fidelity jobs near you
Infographic showing various Fidelity job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $62,299 per year, or $30 per hour.

Financial Services Representative - Boca Raton, FL

Fidelity Investments

Boca Raton, FL • On-site

Full-time

Re-posted 24 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Financial Services Representative
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? 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: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses-fully sponsored by Fidelity. You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
  • Build and Solidify Skills: You'll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You'll also have dedicated weekly time for development, networking, and training. After completing the program, you'll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
  • Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

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.
The Expertise and Skills You Bring
  • High energy and enthusiasm with a demonstrated passion for helping people
  • Flexibility and self-motivation
  • Experience in customer service (phone or in-person) and an 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 fuels success in the role

The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don't need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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