Financial Services Representative - Lone Tree, CO

Fidelity•Lone Tree, CO

6d•Hybrid

About The Position

Join Fidelity as a Financial Services Representative and leverage your passion for helping people to build a strong foundation for a career in financial planning and advice. This role offers paid training to help you obtain necessary FINRA licenses (SIE, Series 7 Top Off, and Series 66), with full sponsorship from Fidelity. You will receive dedicated study time, coaching, and support to ensure your success in passing all exams. Initially, you will work four days remotely and one day on-site, supporting customers with increasingly complex issues to hone your skills. The role also includes dedicated weekly time for development, networking, and training. Upon program completion, you will transition to a fully on-site Investor Center role, with potential for additional remote support based on business needs. During onboarding, you will assist Fidelity customers over the phone with inquiries about account balances, processing transactions, identifying resources, and placing trades, while working from home with one day per week in the Investor Center. After onboarding, the expectation is to work on-site in the Investor Center daily.

Requirements

High energy and enthusiasm with a demonstrated passion for helping people.
Flexibility and self-motivation.
Experience in customer service (phone or in-person).
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.