Financial Representative - Colorado Springs, CO
Company: Fidelity Investments
Location: Colorado Springs
Posted on: August 4, 2022
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Job Description:
Job Description:Financial RepresentativeWe believe that as a
Financial Representative, you make a key impact on the branch
atmosphere, as the official face of Fidelity. Through integrity and
honesty, we know you will inspire client dedication and engagement
to develop long-lasting positive relationships with Fidelity.The
Expertise We're Looking ForCustomer service, phone, or financial
services experience will prepare you for this roleBanking,
insurance, or financial experience is an excellent addition to your
experienceWe will support you while you learn the FINRA licensing
material and work to obtain the Series 7 and 63 licensesDegree
and/or other professional certifications are helpful; if you don't
already have a CFP or degree, our Tuition Reimbursement program can
help you obtain oneThe Purpose of Your RoleIt is our mission for
the Financial Representative to have rewarding interactions with
clients. As a subject matter specialist in compliance and all front
lobby transactions, you will partner and contribute to branch
success by identifying opportunities to deepen relationships.The
Skills You BringSuperb interpersonal skills and passion to engage
with clientsAn aptitude to assess client needs and identify
opportunitiesRemarkable attention to detail and ability to
prioritizeOrganizational skills to manage multiple tasksBeing
coachable, collaborative, and curious are your "go to"
attributesOur Investments in YouFidelity'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 ourbenefit programsare 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
onboardingThe Value You DeliverA key member of the team, you are
offering support to Fidelity's most valuable clients dailyBy
identifying leads and making effective introductions, you are
directly impacting the success of the branchYour efforts will be
valued by clients and you will find working with those clients a
rewarding experienceAs a technology champion for the branch, you
will be an early adopter of technology and share what you have
learned with the teamPlease see below for the salary range for work
locations in Colorado only:$35,000 - $52,500This position is
eligible for incentive compensation or an annual bonus
opportunity.Certifications:Series 07 - FINRA, Series 63 -
FINRACompany OverviewFidelity 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 UsAt 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 Glassdoor Employees' Choice Award, we have been
recognized by our employees as a Best Place to Work in 2022. 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.Many of our associates are continuing to
work remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working."We invite you to Find Your Fidelity at
fidelitycareers.com.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 Leave of
Absence/Accommodation Team by sending an email toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-96e00304-9573-4994-b509-c56ffef271f2
Keywords: Fidelity Investments, Colorado Springs , Financial Representative - Colorado Springs, CO, Accounting, Auditing , Colorado Springs, Colorado
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