Financial Representative - Broomfield, CO

Fidelity Investments • Broomfield, CO

403d • $45,000 - $75,000 • Hybrid

About The Position

As a Financial Representative at Fidelity Investments, you will play a crucial role in fostering client relationships and enhancing the branch atmosphere. Your primary mission will be to engage with clients through integrity and honesty, ensuring their financial needs are met while contributing to the overall success of the branch. This entry-level position offers comprehensive training and support as you work towards obtaining necessary FINRA licenses, including Series 7 and 66, while also providing opportunities for professional growth through various benefits.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is preferred.
• Ability to learn and obtain Series 7 and 66 licenses.
• Degree or professional certifications such as CFP are beneficial.

Nice To Haves

• Strong interpersonal skills and a passion for client engagement.
• Attention to detail and organizational skills to manage multiple tasks.
• Ability to be coachable, collaborative, and curious.

Responsibilities

• Engage with clients to build long-lasting relationships and enhance client satisfaction.
• Identify client needs and opportunities to deepen relationships with Fidelity.
• Support branch success by contributing to compliance and front lobby transactions.
• Act as a technology champion for the branch, adopting and sharing new technologies with the team.
• Participate in training programs to develop skills and knowledge in financial services.

Benefits

• Loan repayment program
• Health insurance
• Tuition reimbursement
• Paid time off
• Parental leave

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