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<h3>Job Description:</h3><p><strong><strong><strong>Financial Services Representative </strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong>What to expect…</strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</p></li><li><p><strong>Build and Solidify Skills: </strong> You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will 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.</p></li><li><p><strong>You get variety.</strong> You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</p></li></ul><p><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong>Our Investments in You</strong></strong></strong></p><p>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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Lone Tree, CO

<h3>Job Description:</h3><p><strong>Associate, Workplace Consulting</strong></p><p>Fidelity is well known for its outstanding investment management and benefits outsourcing services. We also offer extensive benefits consulting services consisting of design, financing, delivery and communication of all employee benefit programs at the same high level of quality and expertise that you expect from Fidelity. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy.</p><h3><strong>The Expertise You Have </strong></h3><ul><li><p>Mathematics, Economics, Business or another quantitatively rigorous subject major preferred</p></li><li><p>0-3 years of experience in 401(k), 403(b) industry or benefits consulting</p></li><li><p>Interest in pursuing QKA or QKC (a plus)</p></li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li><p>Superior teamwork skills</p></li><li><p>Strong critical thinking and problem-solving skills</p></li><li><p>Excellent oral and written communication skills</p></li><li><p>Familiarity with spreadsheet and database programs</p></li><li><p>Ability to learn quickly and develop complex spreadsheets to perform quantitative analysis</p></li><li><p>Aptitude to balance and prioritize multiple projects in a fast-paced work environment</p></li><li><p>Interest in learning legislative and regulatory requirements (ERISA/IRS/DOL) for qualified and non-qualified defined contribution plan programs</p></li><li><p>Strong interpersonal and leadership skills including the ability to build relationships at multiple organizational levels and work (as needed) with individuals in cross-office locations</p></li></ul><h3><strong>The Value You Deliver </strong></h3><p>As an associate with Fidelity Workplace Consulting, you will be part of a team responsible for:</p><ul><li><p>Providing advice to Chief Financial Officers and Human Resource Directors and/or Officers of mid to large size companies regarding their retirement and other benefit programs,</p></li><li><p>Managing projects including defined contribution calculation, enhanced plan administration support, mergers &amp; acquisitions, compliance, plan amendments and plan designs,</p></li><li><p>Preparing and delivering reports and client presentations, and</p></li><li><p>Creating project plans and setting internal and client team expectations.</p></li></ul><h3><strong>The Team</strong></h3><p>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a></p><p><strong>Our commitment to you</strong></p><ul><li><p>Student loan assistance and tuition reimbursement for eligible employees</p></li><li><p>23+ days of paid time off (based on years of service) plus 9 paid Federal holidays</p></li><li><p>Opportunities to volunteer and give to your local community during work hours</p></li><li><p>Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias</p></li><li><p>To learn about additional benefits, click <a href="https://jobs.fidelity.com/benefits/" target="_blank">HERE</a></p></li></ul><h3><strong>Company Overview </strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://FidelityCareers.com" target="_blank">FidelityCareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. This opportunity is brought to you by Fidelity University Talent.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</p>The base salary range for this position is $67,000-127,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

2026 Undergraduate Full-Time - Associate, Workplace Consulting

Financial Services Representative - Cherry Creek, CO

<h3>Job Description:</h3><p>Actuary Associate, Workplace Consulting</p><p>Are you interested in building a career in a team-centered fast paced consulting environment? If so, come start your career with us! The Associate Consultant works with Senior Associates Consultants to provide advice to clients regarding their benefit programs with an initial emphasis in defined benefit plans. We work with you to develop their financial, business, and consultative skills. Your career path could range from a pension actuarial focus to a broad client strategy role, guiding finance, and human resource executives regarding their retirement, health and welfare, and employee communication needs.</p><h3>The skills you bring</h3><ul><li><p>Mathematics, Actuarial Science or quantitative subject major preferred</p></li><li><p>Strong writing, presentation, and interpersonal skills</p></li><li><p>Intellectual curiosity, creativity, along with analytical and problem-solving skills</p></li><li><p>A high aptitude to learn new things quickly and adapt to new situations while being inventive and prioritizing responsibilities</p></li><li><p>Demonstrated commitment to the actuarial career path via a passing score on at least one Society of Actuaries examination</p></li></ul><p>The Fidelity Workplace Consulting Group is comprised of over 600 professionals who help clients solve sophisticated problems. We offer a broad range of services that touch on every area of benefits, design, strategy, funding, communication, and delivery. Most of the team comes from other leading consulting firms and all have experience in multiple industries. The client focus is on large companies with more than 5,000 employees but have many valued relationships with smaller organizations as well.</p><h3>Your impact on us</h3><ul><li><p>Focus on annual pension actuarial valuations to determine cash and accounting requirements</p></li><li><p>Support merger and acquisition transactions as they impact corporate benefit programs</p></li><li><p>Assist clients optimally manage their employee benefits programs from a financial, compliance, and communications perspective</p></li><li><p>Design custom micro sites for a wide range of corporate compensation and benefits needs</p></li></ul><h3>Our commitment to you</h3><ul><li><p>Student loan assistance and tuition reimbursement for eligible employees</p></li><li><p>23+ days of paid time off (based on years of service) plus 8 paid Federal holidays</p></li><li><p>Opportunities to volunteer and give to your local community during work hours</p></li><li><p>Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias</p></li><li><p>To learn about additional benefits, click <a href="https://jobs.fidelity.com/benefits/" target="_blank">HERE</a></p></li></ul><p>Fidelity Investments is an equal opportunity employer.</p><p>This opportunity is brought to you by Fidelity University Talent.</p>The base salary range for this position is $67,000-127,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Consulting

2026 Undergraduate Full-Time - Actuarial Associate, Workplace Consulting

<h4><strong>Leasing Consultant</strong></h4><p><strong>Lydian Apartments in Denver, Colorado</strong></p><p>Centerspace is seeking an enthusiastic, customer-focused Leasing Consultant to join our team at the stunning <strong>Lydian Apartments in Denver, Colorado.</strong> In this role, you'll drive your own success by meeting leasing goals and fostering strong, professional relationships with both prospective and current residents. We offer a competitive hourly wage of $18–$24, along with the opportunity to earn commissions on new leases and bonuses for renewals.</p><p>Successful Leasing Consultant demonstrates an unparallel commitment to customer service and resident satisfaction while helping customers find their perfect home. You will report to the Community Leader. As part of the selection process, all candidates are required to complete a 35-minute pre-employment assessment once they complete the job application. Completion of this assessment is mandatory for further consideration of your application. Failure to complete the assessment will result in the discontinuation of your candidacy for the position. Want to learn more about the assessment? Click here!</p><p><strong>This position is eligible for:</strong></p><ul><li>Monthly Leasing Commissions and Quarterly Renewal Bonuses</li><li>Competitive PTO</li><li>Generous time off - 10 paid holidays, plus diversity day and your birthday</li><li>Paid Caregiver and Paid Parental Leave</li><li>20% Rent, Parking, and Storage Discount for Centerspace rents</li><li>32 Paid Hours of Volunteer Time Off</li><li>Medical/Dental/Vision Benefits – 1st of Month Following Start Date</li><li>Centerspace Stock Purchase Plan</li><li>401(k) match up to 5% per paycheck</li><li>Tuition Reimbursement &amp; Scholarship Program</li></ul><p></p><p><strong>Summary</strong></p><p>Responsible for the rental of apartment units to always ensure maximum occupancy and an exceptional customer experience that promotes optimal retention by performing the following duties personally.</p><p><strong>Expectations</strong></p><p>Follows already established procedures.&nbsp; Complies with all internal leasing policies, Fair Housing requirements and all other applicable laws and regulations.&nbsp; Generally given substantial guidance but expected to be self-directed once trained. Able to follow instructions, prioritize duties and comply with deadlines.</p><p><strong>Essential Duties &amp; Responsibilities </strong>include the following. &nbsp;Other duties may be assigned.</p><p>To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.&nbsp; The requirements listed below are representative of the knowledge, skill, and/or ability required.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.</p><p><strong>Operational:</strong></p><ul><li>Responsible for managing the sales/leasing funnel at the assigned community(s).</li><li>Produces sales results commensurate with the company’s performance benchmarks.</li><li>Evaluates and has expertise in assigned community(s) competitors’ offerings and pricing by conducting regular surveys and visits.</li><li>Prepares the office and tour path for business.</li><li>Prospect generation through creation of advertising online, business outreach, and other various grass roots campaigns.</li><li>Assists with community social media as directed, following all set standards for quality and frequency provided.</li><li>Provides service to new applicants to help get approval, coordinates leasing documents for move in and performs move in orientation for each new resident.</li><li>Provides excellent service to existing residents for their housing needs.</li><li>Focuses on resident retention, assisting with resident events and appreciation campaigns.</li><li>Communicates and coordinates with onsite and support team as needed to ensure resident needs and experiences are handled with an exceptional level of service.</li><li>Assists with package handling.</li><li>Coordinates communication with residents via phone, email, text, resident portal, resident app, etc.</li><li>Interact professionally with other employees, customers, vendors, and suppliers.</li><li>Work effectively as a team contributor on all assignments.</li><li>Work independently while understanding the necessity for communicating and coordinating work efforts with other team members and stakeholders.</li><li>Delivers high level resident satisfaction while maintaining Fair Housing Practices.</li><li>Helps to address and resolve issues.</li><li>Encouraged/Expected to participate in industry appropriate networking groups. Encouraged/Expected to participate in service projects, and to establish and maintain contacts within the community to promote Centerspace.</li></ul><p><strong>Financial:</strong></p><ul><li>May assist with administrative duties as directed</li><li>Maintains accurate records in software and files.</li></ul><p><em>Responsible for </em><em>40% marketing &amp; sales, 40% customer service, 20% business admin</em></p><p><strong>Supervisory Responsibilities</strong></p><p>This role has no supervisory responsibilities.</p><p><strong>Equipment Issued</strong></p><p>Standard computer package issued. If expected to carry a mobile phone, eligible for monthly reimbursement according to company policy.</p><p><strong>Travel Required</strong></p><p>Some local travel may be required.</p><p><strong>Education &amp; Experience</strong></p><ul><li><strong>Required:</strong> High School Diploma, or equivalent.</li><li><strong>Preferred:</strong> Background in sales is preferred.</li></ul><p><strong>Knowledge, Skills, &amp; Abilities</strong></p><ul><li><strong>Language Skills – </strong>Ability to read and interpret documents such as lease documents, safety rules, instructions, and procedural manuals. Ability to write routine reports and correspondence.&nbsp; Ability to speak effectively before groups of customers or employees of the organization.</li><li><strong>Mathematical Skills – </strong>Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.&nbsp;</li><li><strong>Reasoning Ability – </strong>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</li><li><strong>Computer Skills – </strong>To perform this job successfully, an individual should be computer literate and have knowledge of Property Management software; MRI preferred; working knowledge of Outlook, Word, and Excel. The ability to use a computer in a professional manner is required.</li></ul><p><strong>Physical Requirements</strong></p><p>While performing the duties of this job, the employee is regularly required to talk or hear.&nbsp; The employee is frequently required to sit.&nbsp; The employee is occasionally required to stand, walk; use hands to handle or feel; and reach with arms and hands.&nbsp; The employee must occasionally lift and/or move up to 10 pounds.&nbsp; Specific vision abilities required by this job include close vision, distance vision, and depth perception.</p>

Centerspace

Leasing Consultant

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 50 client relationships that may range $20 – 60M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><p><br><strong>The Expertise We’re Looking For</strong></p><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><p><strong>The Purpose of Your Role</strong><br> The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><p><br><strong>The Skills You Bring</strong></p><ul><li>Retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>Excellent verbal and written communication skills.</li><li>Organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Effective presentation skills, influence and negotiation skills.</li><li>Experience working with Financial Advisors.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s trusted advisor in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Developing strong working relationships internally.</li></ul><p><strong>How Your Work Impacts the Organization</strong><br>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Managing Director- 401k Relationship Manager

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will 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.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits 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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p>The base salary range for this position is $45,000 - $47,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales

Workplace Planning Associate - Greenwood Village, CO

<h3>Job Description:</h3><h3>Phone Financial Consultant</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>FINRA Series 7 &amp; 63 required prior to hire</h3></li><li><h3>Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire</h3></li><li><h3>Five years financial services experience, with 3-5 years of sales experience</h3></li><li><h3>A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!</h3></li></ul><h3>The Purpose of Your Role</h3><h3>We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</h3><h3>The Skills You Bring</h3><ul><li><h3>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele</h3></li><li><h3>Excellent knowledge of investment products</h3></li><li><h3>Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization</h3></li><li><h3>Strong technological acumen and comfort with learning how to use new tools</h3></li><li><h3>Excels in paperless work environment by leveraging technology</h3></li><li><h3>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action</h3></li><li><h3>Extraordinary listening and communication skills, confident public speaking, and group dynamics</h3></li><li><h3>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</h3></li></ul><h3>Our Investments in You</h3><h3>We believe that a holistic approach to life is important. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning</h3></li><li><h3>Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals</h3></li><li><h3>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</h3></li><li><h3>You are developing existing relationships to retain and increase total assets and profitability</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.</h3><h3>While you build relationships here, you will also be building your career!</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3>The base salary range for this position is $58,000 - $58,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant, National Investor Center - Greenwood Village, CO

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We 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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree 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 one</li></ul><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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. And 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. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Fort Collins, CO

<p><b>Job Description</b></p>We are seeking a highly organized, proactive, and service-oriented Coordinator to support both operational executives (e.g., Finance and Programming) and the People Operations team. This dual role provides administrative assistance to senior leaders while also helping execute high-impact HR programs that foster employee engagement, culture, and operational excellence.<p>Executive Support</p><ul><li>Provide administrative support to 2–3 executives, including scheduling, calendar management, travel coordination, expense processing, and meeting logistics.</li><li>Prepare materials for internal and external meetings (e.g., decks, agendas, reports).</li><li>Manage sensitive information with discretion and maintain executive priorities.</li><li>Act as a liaison across departments to ensure efficient information flow and alignment on cross-functional initiatives.</li></ul><p>People &amp; Culture Support</p><ul><li>Assist with employee onboarding and orientation logistics, including welcome communications, first-day setup, swag distribution, and introductory materials.</li><li>Support the planning and execution of company-wide events (e.g., large department meetings, celebrations, ERG programming, volunteer initiatives).</li><li>Serve as a point of contact for employee inquiries, escalating as needed to the People team.</li><li>Help maintain employee records and HR tools (e.g., job change submissions, directories, intranet updates, etc.).</li><li>Contribute to initiatives that enhance engagement, recognition, and workplace culture.</li></ul><p>Qualifications</p><ul><li>2–4 years of administrative or coordinator-level experience supporting multiple stakeholders, ideally in a fast-paced or creative industry.</li><li>Interest or background in human resources, employee engagement, or internal communications.</li><li>Exceptional organizational skills and the ability to juggle priorities with professionalism.</li><li>Strong communication skills, both written and verbal, with a service-first mindset.</li><li>Proficiency in Microsoft Office, and tools similar to SharePoint, DocuSign, Asana or HRIS platforms (e.g., BambooHR, Workday).</li><li>Discretion and integrity when handling confidential information.</li></ul><p>Preferred Attributes</p><ul><li>Resourceful self-starter with a passion for team-building and workplace culture.</li><li>Ability to thrive in a hybrid role with dynamic responsibilities.</li></ul><p>Compensation</p><p>$55,000 - $65,000</p><p><b>About STARZ</b></p><p>STARZ (NASDAQ: STRZ) is the leading premium entertainment destination for women and underrepresented audiences, and home to some of the most popular franchises and series on television. STARZ offers a robust programming mix for discerning adult audiences, including boundary-breaking originals and an expansive lineup of blockbuster movies, and is embodied by its brand positioning “We’re All Adults Here.” Complementary to any platform or service, STARZ is available across a wide range of digital OTT platforms and multichannel video distributors and is a bundling partner of choice. STARZ is powered by an industry-leading advanced technology, data analytics and digital infrastructure and the highly rated and first-of-its-kind STARZ app.</p><p><b>Our Benefits</b></p><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Annual discretionary bonus and merit increase</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and wellness days</li><li>401(k) company matching</li><li>Tuition Reimbursement (up to graduate degree)</li></ul><p><b>EEO Statement</b></p><p><i>Starz is an equal employment opportunity employer.&nbsp;All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws.&nbsp;In addition, Starz will provide reasonable accommodations for qualified individuals with disabilities. Starz will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law.&nbsp;&nbsp;</i></p>

21 Project Management / Professional Services Jobs in Colorado