Financial Representative - Broomfield, CO

Fidelity Investments • Broomfield, CO

298d • $45,000 - $75,000 • Hybrid

About The Position

As a Financial Representative at Fidelity Investments, you will play a crucial role in shaping the branch atmosphere and fostering client relationships. Your integrity and honesty will inspire client dedication and engagement, leading to long-lasting positive relationships with Fidelity. You will be responsible for providing exceptional customer service and support to clients, while also working towards obtaining necessary FINRA licenses.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is preferred.
• Ability to obtain Series 7 and 66 FINRA licenses.
• Degree or professional certifications are helpful; tuition reimbursement available.

Nice To Haves

• CFP certification.
• Experience in a customer-facing role.

Responsibilities

• Engage with clients to provide exceptional customer service and support.
• Identify opportunities to deepen client relationships and contribute to branch success.
• Assist clients with compliance and front lobby transactions.
• Act as a technology champion for the branch, adopting and sharing new technologies.
• Participate in training and onboarding to enhance skills and knowledge.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed