Financial Services Representative
3 weeks ago
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
We welcome those with experience in jobs such as Field Client Relationship Manager, Financial Analyst, and Retail Sales Representative and others in the Accounting and Finance to apply.
-
Littleton, United States FIVE RINGS FINANCIAL Full timeJob DescriptionJob DescriptionWe are seeking creative talent to join our team! In this role you will gain a thorough understanding of the fundamentals of personal finance and then educate others on how to make their money work for them by offering custom-designed solutions that support your client's goals.No previous experience required! All the tools &...
-
Littleton, United States FIVE RINGS FINANCIAL Full timeJob DescriptionJob DescriptionWe are seeking creative talent to join our team! In this role you will gain a thorough understanding of the fundamentals of personal finance and then educate others on how to make their money work for them by offering custom-designed solutions that support your client's goals.No previous experience required! All the tools &...
-
Financial Services Representative I
2 weeks ago
Littleton, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This position is located at our Littleton, CO branch. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide...
-
Financial Services Representative
1 month ago
Littleton, Colorado, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Advisor
2 months ago
Littleton, United States Front Range Financial Full timeJob DescriptionJob DescriptionFront Range Financial is looking for a Financial Advisor to join our team in our Centennial office. This person will actively seek out and engage prospective customers to sell our products and/or services.The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue...
-
Financial Advisor
3 weeks ago
Littleton, United States Front Range Financial Full timeJob DescriptionJob DescriptionFront Range Financial is looking for a Financial Advisor to join our team in our Centennial office. This person will actively seek out and engage prospective customers to sell our products and/or services.The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue...
-
Financial Representative Trainee
4 weeks ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Financial Representative Trainee
2 weeks ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Financial Representative Trainee
1 week ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Financial Representative Trainee
2 weeks ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Patient Service Representative
2 months ago
Littleton, United States Physical Rehabilitation Network Full time**Patient Service Representative** ProActive Physical Therapy - Lakewood, CO Overview: We are seeking an enthusiastic and versatile Patient Service Representative (PSR) to join our dynamic out-patient orthopedic clinic. We take pride in our ability to provide the highest level of personable care and superior customer service. This position is full-time and...
-
Patient Service Representative
1 week ago
Littleton, United States Physical Rehabilitation Network Full time**Patient Service Representative** ProActive Physical Therapy - Lakewood, CO Overview: We are seeking an enthusiastic and versatile Patient Service Representative (PSR) to join our dynamic out-patient orthopedic clinic. We take pride in our ability to provide the highest level of personable care and superior customer service. This position is full-time and...
-
Financial Representative
1 month ago
Littleton, Colorado, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative
5 days ago
Littleton, United States Fidelity Investments Full timeJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Rep – Upcoming Grad
7 days ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Client Service Representative
14 hours ago
Littleton, United States VCA Animal Hospitals Full timeAre you looking for a fun, fast-paced, meaningful job? We are looking for a motivated, friendly, awesome person to be a part of our Client Service Representative (CSR) Team! Could this be you? ESSENTIAL FUNCTIONS:Customer service functions, including Client Service, Representative, Service, Animal Care, Retail, Client
-
Financial Rep – Upcoming Grad
2 weeks ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...
-
Financial Rep
1 week ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Financial Rep
3 weeks ago
Littleton, United States Mutual of Omaha Full timeFinancial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
-
Customer Service Representative
7 days ago
Littleton, United States Intellyk, Inc. Full timeTitle:Customer Service Representative Shift: 1st 8.30 am to 5 pm (M to F) Location: Littleton, MA-1460 Duration: 5 months(possible temp to perm position) Description: Our Customer Service Representatives (Inside Sales) professionally represent the Company to our Customers with the knowledge and skills to provide them the product or service they...
