Top 14 Fidelity investments Jobs in Denver, Co

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Office
- Analysis skills
- Financial services
- Wellness program
- Loan repayment program
Associate Analyst, Defined Benefit - Early Career
Fidelity Investments —Greenwood Village, CO
- $48,000 - $91,000 a year
- Full-time
- Research
- Office
- SQL
- Loan repayment program
- Health insurance
2d
Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO
Fidelity Investments —Englewood, CO
- Full-time
- Entry level
- Loan repayment program
- Health insurance
Data Consultant, Stock Plan Project Manager
Fidelity Investments —Greenwood Village, CO
- $89,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Customer Service Representative- Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Analysis skills
- Entry level
- Wellness program
- Loan repayment program
Planning and Advice Associate - Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Loan repayment program
- Disability insurance
Planning Consultant - Cherry Creek, CO
Fidelity Investments —Denver, CO
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
VP, Insider Trust Program
Fidelity Investments —Greenwood Village, CO
- $130,000 - $264,000 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Benefits Senior Associate, Health & Welfare Consulting
Fidelity Investments —Greenwood Village, CO
- $80,000 - $153,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Loan repayment program
- Health insurance
Consultant, Actuary
Fidelity Investments —Greenwood Village, CO
- $89,000 - $180,000 a year
- Full-time
- 5 years
- Accounting
- Budgeting
- Loan repayment program
- Health insurance
Team Leader, Client Services (DEN)
Fidelity Investments —Greenwood Village, CO
- $66,000 - $125,000 a year
- Full-time
- Hybrid work
- Office
- Mentoring
- Financial services
- COVID-19 protective measures
- Loan repayment program
2d
Vice President, Private Assets Advisor Oversight and Commercial Negotiations
Fidelity Investments —Greenwood Village, CO
- $125,000 - $258,000 a year
- Full-time
- Office
- Analysis skills
- Senior level
- Loan repayment program
- Health insurance
Senior Associate, Actuary
Fidelity Investments —Greenwood Village, CO
- $80,000 - $153,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- 2 years
- Loan repayment program
- Health insurance
Financial Planning Consultant - Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $85,000 - $121,000 a year
- Full-time
- Residential
- Senior level
- Communication skills
- Loan repayment program
- Health insurance

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Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Fidelity Investments -
Greenwood Village, CO

Apply Now

Job Details

Full-time
$47,500 - $50,000 a year

Benefits

Wellness program
Loan repayment program
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Financial services
Entry level
Client interaction via phone calls

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (all 5 days). Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

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 $47,500 - $50,000 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 63 - FINRA

Refine Your Search

fidelity investments jobs in denver, co

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Associate Analyst, Defined Benefit - Early Career

Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO

Data Consultant, Stock Plan Project Manager

Customer Service Representative- Greenwood Village, CO

Planning and Advice Associate - Greenwood Village, CO

Planning Consultant - Cherry Creek, CO

VP, Insider Trust Program

Benefits Senior Associate, Health & Welfare Consulting

Consultant, Actuary

Team Leader, Client Services (DEN)

Vice President, Private Assets Advisor Oversight and Commercial Negotiations

Senior Associate, Actuary

Financial Planning Consultant - Greenwood Village, CO

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