Become a Securities Industry Expert with Fidelity

3 days ago


Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

We are seeking highly motivated individuals to join our team as Securities Industry Experts. In this role, you will assist clients with their finances and help them plan for their future. You will have the opportunity to learn about the industry and culture at Fidelity, as well as prepare for the SIE Exam, which is the first step in earning your Series 7 license.

The SIE Exam covers fundamental investment concepts, including types of basic financial products, risk association, and regulatory guidelines. As a Securities Industry Expert, you will work closely with a network of Fidelity leaders and resources to explore joining the financial services field and jumpstart your career. You will also have access to personalized study software and Fidelity resources to help you prepare for the exam.

Upon successful completion of the program, you will be partnered with skilled recruiters to apply for our full-time Customer Relationship Advocate role, where you can complete the Series 7 license and begin your career journey with Fidelity. This role offers a range of benefits, including comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, and parental leave.

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. As a Securities Industry Expert, you will have the opportunity to work in a hybrid environment, blending the best of both onsite and offsite work experiences. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, five consecutive days, every four weeks.

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Our estimated salary for this role is $60,000 - $80,000 per year, depending on experience and qualifications.



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