Financial Services Representative - Fort Collins, CO

Loveland, CO, USA|Onsite, Remote

Job Overview

Employment Type

Full-time

Compensation

Type:

Salary

Rate:

Range $45,000.00 - $75,000.00

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401(k) match

Tuition Reimbursement

Student Loan Assistance

Job Description

Fidelity Investments is a multinational financial services corporation known for its comprehensive investment management, retirement planning, portfolio guidance, brokerage, and wealth management services. With a reputation for innovation, client-centric excellence, and a commitment to supporting early career development, Fidelity stands as a leader in the financial sector. The company fosters a collaborative and inclusive work environment aimed at professional growth, continuous learning, and helping individuals build lasting careers in finance and investment. Fidelity is devoted to providing robust training and support programs enabling employees to succeed through licensed qualifications and real-world experience.

The Financial Services Representative role at Fidelit... Show More

Job Requirements

Obtain FINRA Series 7 and Series 66 licenses, supported by Fidelity
Ability to work a hybrid schedule, including remote and onsite hours
High energy and enthusiasm with a passion for helping people
Experience handling customer service interactions over phone or face to face
Flexibility and self-motivation
Successful completion of licensing exams
Commitment to ongoing professional development

Job Qualifications

High school diploma or equivalent
Customer service experience, preferably in a fast-paced environment
Strong interpersonal and communication skills
Demonstrated eagerness to learn and build a career in financial services
Ability to manage multiple tasks and pay close attention to detail
Coachability and ability to collaborate effectively within a team

Job Duties

Serve customers by answering inbound calls about account balances and transactions
Assist customers with withdrawals, fund transfers, and placing trades
Support customers by identifying and providing access to appropriate resources
Participate in paid training to obtain FINRA Series 7 and Series 66 licenses
Spend initial onboarding period working remotely and one day per week onsite at an Investor Center
Transition to working full-time onsite at the Investor Center after training
Collaborate with coaching staff and team members to develop advanced financial planning skills

Job Qualifications

Experience

Entry Level (1-2 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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