Financial Representative in Greenwood Village
Fidelity Investments - Greenwood Village, CO

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If you are looking to join an industry leader and establish a long term career in Financial Services, Fidelity Investments offers unparalleled growth opportunities and a comprehensive benefits package. As a

Financial Representative

, you will be part of a fast-paced team oriented environment, focused on enhancing customer relationships and providing solutions to our customers' short and long term needs. You will be responsible for engaging, educating and empowering our customers through insightful conversations and online website resources. This role provides you the opportunity to participate in a comprehensive training program that will supply you the necessary knowledge and expertise to interact effectively with our customers while obtaining your Series 7 and 63 licenses. This licensing, experience and training can lead to endless possibilities within our organization.

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement, as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

Primary Responsibilities

Interact with customers, via inbound calls, responding to requests for information and assistance with their brokerage accounts to include description of account features, communicating account balances, and executing efficient and accurate stock trades

Engage in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and international

Lead customers toward defined solutions applicable to their situation

Effectively use on-line resources, including and Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes


Education and Experience (preferred but not required)

Bachelors Degree

Financial Services experience or an affinity towards learning about the industry

Skills and Knowledge

Excellent consultative, rapport-building and communications skills

Strong mathematical and analytical skills

Basic market knowledge and/or desire to become a subject-matter expert in the financial services industry

Ability to contribute in a team-oriented environment and adjust to change while multi-tasking in a busy financial service center

Demonstrated influencing and/or consultative skills preferred but not required

About Fidelity Investments

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit


Fidelity Investments is an equal opportunity employer.



Client/Customer Service

Primary Location


CO-Greenwood Village




Job Level


Entry Level

Education Level


Associate's Degree/College Diploma (±13 years)

Job Type






Overtime Status






About this company
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Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...