Financial Representative - Broomfield, CO

Fidelity Investments • Broomfield, CO

405d • $45,000 - $75,000 • Hybrid

About The Position

As a Financial Representative at Fidelity, 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 needs are met while contributing to the overall success of the branch. You will be responsible for compliance and front lobby transactions, identifying opportunities to deepen client relationships and providing exceptional service.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is preferred.
• Ability to learn and obtain FINRA licenses (Series 7 and 66).
• Degree or professional certifications are helpful.

Nice To Haves

• CFP certification or degree is a plus.
• Experience in a financial services environment.

Responsibilities

• Engage with clients to build long-lasting relationships.
• Support compliance and front lobby transactions.
• Identify opportunities to deepen client relationships.
• Provide exceptional customer service and support to clients.
• Act as a technology champion for the branch.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

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