Support Fidelity customers by phone with account questions, withdrawals, transfers, trade placement, and resource identification. Complete paid training and FINRA licensing exams, including SIE, Series 7, and Series 66. Work remotely during onboarding with one weekly onsite day, then transition to a fully onsite Investor Center role while developing skills for financial planning and advice. The summary above was generated by

AI Job Description:

Note:

Fidelity will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses:

Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.

Build and Solidify Skills:

You'll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You'll also have dedicated weekly time for development, networking, and training. After completing the program, you'll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.

Discover Success:

You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. During your onboarding experience, you'll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you'll transition to working on-site in the Investor Center each day. The Expertise and Skills You Bring High energy and enthusiasm with a demonstrated passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment Eagerness to learn and build a profession in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once Coachability, collaboration, and curiosity fuels success in the role The Team We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don't need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 66 -

FINRA Category:

Customer Service Read Full Description Fidelity Investments Denver, Colorado, USA Office Denver, United States Similar Jobs Sierra Space Test Engineer 52 Minutes Ago In-Office 2 Locations 144K-198K Annually Senior level 144K-198K Annually Senior level Aerospace

• Hardware
• Information Technology
• Robotics
• Defense
• Utilities Leads complex spacecraft system integration and test activities across hardware and software subsystems.

Manages requirements, architectures, concepts of operation, integration plans, verification, validation, test execution, anomaly resolution, milestone reviews, technical risks, and performance tracking. Collaborates with cross-functional engineering teams and subject matter experts while ensuring compliance with engineering processes and standards.

Top Skills:

Cameo Ea Data Acquisition Tools Data Analysis Tools Doors Matlab Rhapsody Sysml Test Automation Cox Enterprises Technical Customer Care Specialist I (Dealertrack FI) 2 Hours Ago Remote or Hybrid United States 17-25 Hourly Junior 17-25 Hourly Junior Artificial Intelligence

• Automotive
• Greentech
• Information Technology
• Machine Learning
• Software
• Cybersecurity Provides remote technical customer support for Dealertrack and Cox Automotive products through phone, email, and chat.

Resolves routine application and product issues, documents cases in CRM, trains customers on product usage, coordinates with internal teams, and follows up through resolution. Requires strong troubleshooting, communication, customer service, and documentation skills, with flexibility for variable shifts, Saturdays, and overtime.

Top Skills:

Cox Automotive CRM Dealertrack Genesys Purecloud Salesforce Sierra Space Account Manager Yesterday In-Office 2 Locations 128K-176K Annually Senior level 128K-176K Annually Senior level Aerospace

• Hardware
• Information Technology
• Robotics
• Defense
• Utilities Leads programs or control accounts valued below $50 million, managing cost, schedule, technical performance, budgets, risks, and contractual compliance.

Establishes control account plans, monitors earned value metrics, analyzes variances, forecasts costs and schedules, implements corrective actions, and reports program health to stakeholders. Collaborates with engineering, finance, scheduling, risk, supply chain, and operations teams while mentoring junior staff and supporting customer-facing program execution.

Top Skills:

Agile Asana Earned Value Management (Evm) Earned Value Management System (Evms) Excel JIRA Lean Six Sigma Microsoft Project Power BI Software Development Lifecycle (Sdlc) Tableau What you need to know about the Colorado Tech Scene With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech Number of Tech Workers:

260,000; 8.5% of overall workforce (2024 CompTIA survey)

Major Tech Employers:

Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3

Key Industries:

Software , artificial intelligence , aerospace , e-commerce , fintech , healthtech

Funding Landscape:

$4.9 billion in VC funding in 2024 (Pitchbook)

Notable Investors:

Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures Research Centers and Universities:

Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute