Financial Services Representative - Lone Tree, CO
About The Position
Join Fidelity as a Financial Services Representative and build a strong foundation for a career in financial planning and advice. This role offers paid training to help you obtain necessary licenses, including SIE, Series 7 Top Off, and Series 66, fully sponsored by Fidelity. You will receive paid study time, licensing coaches, and dedicated support to succeed in your exams. Initially, you will work 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills, with dedicated weekly time for development, networking, and training. After completing the program, you will transition to a fully on-site Investor Center role. During onboarding, you will support Fidelity customers over the phone, answering questions 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, you will transition to working on-site in the Investor Center each day. This role is part of the wealth management development track, focusing on building advanced skills for a career in planning.
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
- Successful completion of all licensing exams (SIE, Series 7 Top Off, and Series 66)
Nice To Haves
- Finance background
- College degree
Responsibilities
- Support Fidelity customers over the phone, answering questions about account balances.
- Process withdrawals and transfers.
- Identify resources for customers.
- Place trades.
- Support customers with increasing complexity to strengthen skills.
- Obtain SIE, Series 7 Top Off, and Series 66 licenses.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
