Jobs · Business Development · Colorado

Financial Representative - Cherry Creek, CO

Fidelity Investments · Denver, CO · 3 wk ago
On-siteBusiness Development$45k–$75k/yrFull-time

The Purpose of Your Role

It 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 Bring

  • Superb interpersonal skills and passion to engage with clients
  • An aptitude to assess client needs and identify opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious are your "go to" attributes

The Value You Deliver

  • A key member of the team, you are offering support to Fidelity’s most valuable clients daily
  • By identifying leads and making effective introductions, you are directly impacting the success of the branch
  • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
  • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

The Investments in You

  • Fidelity’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.
  • Our benefit programs are 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.

Our Investments in You

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Education assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

The Base Salary Range

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.

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