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<h3>Job Description:</h3>Financial Services Representative 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.What to expect…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.<ul><li>Obtain Licenses: 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.</li><li>Build and Solidify Skills: 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.</li><li>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.</li></ul>Advantages of our career development experience…<ul><li>You are supported. 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.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. 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.</li><li>You get variety. 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.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe 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 <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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Cherry Creek, CO

Financial Services Representative - Broomfield, CO

Financial Services Representative -Downtown Denver, CO

Financial Services Representative - Lone Tree, CO

*** This is a remote position, with a preference for candidates located in the Denver Metro area. ***Position Summary Location3 is looking for a Project Coordinator to provide project management support across client teams. This position will assist with project coordination and will support the Director of Resource Management. The Project Coordinator will be able to multitask, problem solve, and manage multiple timelines on occasion. A successful team contributor will perform tactical tasks effectively and with minimal supervision, develop collaborative relationships with team members, display communication and act proactively.In addition, the right candidate will embody our company values:<ul><li>WE LOVE NEW IDEAS - Curiosity is in our DNA</li><li>WE ARE IN IT TOGETHER - Be a person people count on</li><li>WE ARE PROBLEM SOLVERS - Thinking critically to bring solutions to the table</li><li>WE DO THE RIGHT THING - Make choices everyone can stand behind</li></ul>Location3 is committed to creating a diverse and inclusive company culture, and our team does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under law. Additionally, Location3 is committed to diverse and equitable hiring practices. If you are a candidate who identifies as diverse and would like to self-identify, please let us know. Providing this information is completely voluntary.Expected Salary - $50,000 annually depending on experience. It's Necessary<ul><li>Bachelor's degree in business administration, communications or related field</li><li>Excellent writing and communication skills</li><li>Strong attention to detail</li><li>Interest in project planning and project management</li><li>Ability to work as a team player and demonstrate adaptability</li><li>Ability to take initiative, self-starter</li><li>Positive attitude</li><li>Ability to work under pressure and multi-task</li><li>Ability to work well with others while maintaining degree of autonomy</li><li>Strong organizational skills</li><li>Proficient in Microsoft office</li></ul>About UsCreative Thinkers, Data Geeks &amp; Digital Enthusiasts - Location3 Media is a digital marketing company built to improve the findability and performance of consumer and retail brands through enterprise-level and local digital marketing solutions. Founded in 1999 and located in the heart of Denver, Location3 has a staff of 60+ full-time employees who service global, national, and local brands. More than half of Location3's client base has worked with the agency for at least three years, as Location3 improves the findability and performance of every client they partner with.Why Us?Location3 is looking for passionate people with innovative thinking who want to work with a performance-driven team. We emphasize working hard to bring our clients the results they seek and celebrating those wins together in a positive and fun work environment. We offer the benefit of being a remote work organization, but we also strongly believe that collaboration is key to driving outcomes. Our company culture, our ongoing education and training programs, and our technology infrastructure all contribute to that goal. We also believe that bonding is equally important - whether it's in-person or over Teams. We have a dedicated in-person annual company retreat that includes our annual golf day as well as remote monthly events like learning hours, team happy hours, and team trivia that help to create synergy among colleagues and teams. On top of working and playing hard together, we also offer a very competitive benefits package, complete with medical, dental, vision, matching 401K, a wellbeing stipend, every other Friday off, remote work equipment, a remote equipment reimbursement and more.

Project Coordinator

*This is a remote position, but we are currently only able to hire within the U.S.About the Company:Location3 is the preferred digital partner of multi-location brands and franchise systems, delivering enterprise strategy with local activation. Founded in 1999, we focus on helping our partners optimize their own data and technology systems, drive brand awareness, increase units and customers, and maximize revenue potential through excellence in digital marketing. Our local marketing platform, LOCALACT, gives business owners the software and support needed to also advertise their businesses online and understand local marketing performance across search, social, video, audio, display, and more. &nbsp;Location3 is committed to creating a diverse and inclusive company culture, and our team does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under law. Additionally, Location3 is committed to diverse and equitable hiring practices. If you are a candidate that identifies as diverse and would like to self-identify, you can do so in the application. In addition, the right candidate will embody our company values of being: &nbsp;<ul><li>WE LOVE NEW IDEAS - Curiosity is in our DNA</li><li>WE ARE IN IT TOGETHER - Be a person people count on</li><li>WE ARE PROBLEM SOLVERS - THinking critically to bring solutions to the table</li><li>WE DO THE RIGHT THING - Make choices everyone can stand behind</li></ul>Expected Salary: $60,000 - $70,000 annually depending on experience.The primary role of the project manager is to drive the planning and execution of campaigns, adhering to strict deadlines and defined budgets.Successful Characteristics· Optimistic leader· Ability to digest data and quickly decide what is significant and what is not· Ability to prioritize and re-evaluate priorities on the fly· Ask good questions and listen to stakeholders· Self-aware enough to understand how their communication comes across to others· Ability to communicate clearly according to a both prescribed schedule and as-needed· A level of experience in the area they are project managing· Ability to cultivate networks internally and externallyResponsibilities&nbsp;· Define project scope, goals, budgets and deliverables that support client and business goals in collaboration with client leads, planners, clients and senior management.· Develop detailed project plan including any or all of the following: work breakdown structure, Gantt charts, resource assignment matrix, budget estimate (if applicable), and critical path breakdown· Review business cases provided by clients or management· Effectively communicate project plan to team members and other key stakeholders, clearly and timely · Liaise with team and project stakeholders on an ongoing basis· Set and continually manage project expectations with team members and other stakeholders· Delegate tasks and milestones to appropriate team members· Track milestones and deadlines within project plan· Track deliverables for both team and clients· Develop and deliver progress reports and status updates to clients and stakeholders· Continue to troubleshoot areas in need of development, managing risks as they arise· Proactively manage changes to project plan, business case, or project charter and develop contingency plans for changes· Present contingency plans or changes in project plan for team for approval· Develop and present project or campaign post mortems, identifying areas for development or improvement· Develop best practices for use and management of project management software and tools by company· Serve as the information hub for team members, providing timely, accurate information as needed· Coordinate monthly and quarterly project plans· Serve as secondary client contact – client communication should center around campaign updatesPosition Requirements&nbsp;· Experience at working both independently and in a team-oriented, collaborative environment is essential· Can conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities· Reacts to project adjustments and alterations promptly and efficiently· Flexible during times of change· Ability to read communication styles of team members and clients who come from a broad spectrum of disciplines· Persuasive, encouraging, and motivating· Ability to elicit cooperation from a wide variety of sources, including upper management, clients, and other departments· Strong written and oral communication skills· Strong interpersonal skills· Adept and conducting resources and troubleshooting project-related issues and products· Must be able to learn, understand and apply new technologies and products· Customer service skills and asset· Ability to effectively prioritize and execute tasks in a high-pressure environment is crucialAbout UsCreative Thinkers, Data Geeks &amp; Digital Enthusiasts - Location3 Media is a digital marketing company built to improve the findability and performance of consumer and retail brands through enterprise-level and local digital marketing solutions. Founded in 1999 and located in the heart of Denver, Location3 has a staff of 60+ full-time employees who service global, national, and local brands. More than half of Location3's client base has worked with the agency for at least three years, as Location3 improves the findability and performance of every client they partner with.Why Us?Location3 is looking for passionate people with innovative thinking who want to work with a performance-driven team. We emphasize working hard to bring our clients the results they seek and celebrating those wins together in a positive and fun work environment. We offer the benefit of being a remote work organization, but we also strongly believe that collaboration is key to driving outcomes. Our company culture, our ongoing education and training programs, and our technology infrastructure all contribute to that goal. We also believe that bonding is equally important - whether it's in-person or over Teams. We have a dedicated in-person annual company retreat that includes our annual golf day as well as remote monthly events like learning hours, team happy hours, and team trivia that help to create synergy among colleagues and teams. On top of working and playing hard together, we also offer a very competitive benefits package, complete with medical, dental, vision, matching 401K, a wellbeing stipend, every other Friday off, every other half-Wednesday off, remote work equipment, a remote equipment reimbursement and more.

Project Manager

<h3>Job Description:</h3>The RoleAs a critical position within the firm, acts as the primary strategic contact for Fidelity’s largest and most valuable custody clients. Develops a detailed understanding of client's business and strategic initiatives to develop a proactive engagement plan that enhances overall relationship and includes positioning of Fidelity solutions and products. Responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative to broader Fidelity enterprise. Consults on industry trends, products, platforms, technology and regulatory matters. Strategically engages with senior leaders within Fidelity.Job Responsibilities<ul><li>Contributes to segment and organizational goals/initiatives around growth, profitability, client satisfaction and retention.</li><li>Employs a client engagement model and strategy, ensuring the right activities, level of engagement and resource consumption based on client value.</li><li>Conducts regular client business reviews to discuss and develop the overall Fidelity relationship.</li><li>Drives executive leadership engagement at Fidelity events and keeps firms apprised of topical events/webinars to support staff development and growth.</li><li>Drives asset growth by identifying and competing for new assets and securing Fidelity as preferred custodian.</li><li>Develops a deep understanding of client business model, evaluating key aspects of their business, and leveraging consulting and discovery tools and best practices to develop the overall Fidelity relationship.</li><li>Aligns Fidelity and trusted third-party resources to meet client business needs.</li><li>Positions Fidelity investment and platform products/solutions, introducing Fidelity subject matter experts, advancing opportunities, and driving adoption.</li><li>Identifies and implements additional revenue sources within client relationships to increase overall revenue.</li><li>Manages client profitability and key business metrics, ensuring healthy client economics, seeking ways to improve.</li><li>Documents client activities, business opportunities and all communications with clients on a timely basis.</li><li>Highlights Fidelity events and webinars and drives attendance.</li><li>Proposes and coordinates consulting engagements with Fidelity subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</li><li>Oversees client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</li><li>Cultivates collaborative relationships with key internal business partners.</li><li>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</li><li>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials).</li></ul>The expertise and skills you bring<ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>Prior leadership experience</li><li>BS Degree required</li><li>Series 7 &amp; 63 required</li></ul>The TeamInstitutional Wealth Management Services (IWMS) helps wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide investment and technology products and solutions, clearing and custody services, and institutional trading products, services and execution to thousands of firms.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.The base salary range for this position is $120,000 - $200,000 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 <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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Vice President, Senior Relationship Manager

<h3>Job Description:</h3>The GroupStrategic Advisers is hiring a Portfolio Engineer to join the Systematic Portfolio Engineering team. The role will be located at either our Boston or Denver office, working collaboratively with team colleagues in the US and Ireland. You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. Team members will work across multiple focus areas, including:<ul><li>Investment management of client managed account products at scale (monitoring portfolio characteristics &amp; risk exposures, evaluating portfolio quality and approving trades, configuring platform to implement targeted trades)</li><li>Quantitative analysis and oversight of portfolio holdings &amp; risk exposures across millions of client accounts</li><li>Investment automation &amp; platform architecture (working with our technology group to innovate on our platform, providing prototypes, requirements and business context)</li><li>Research &amp; Development to continually improve our scaled investment management methodologies</li></ul>Experience and Education<ul><li>Undergraduate degree in Finance, Economics, Math, Physics, Computer Science, Engineering or related field</li><li>Postgraduate qualification in Quantitative Finance or similar area preferred</li><li>CFA / CAIA designation preferred</li></ul><ul><li>10+ years’ experience of working in the asset management industry (e.g., fund management, investment risk management, quantitative research, trade implementation / portfolio construction, research analyst)</li><li>Experience of owning investment decisions in single or multi asset class investment strategies</li><li>Experience of quantitative approaches to investing would be beneficial</li><li>Proven ability to work effectively in a highly collaborative, team-oriented environment</li></ul>The Skills You Bring<ul><li>Solid understanding of capital markets and asset management industry</li><li>Knowledge of modern portfolio theory and quantitative portfolio construction methods</li><li>Experience of working with databases (SQL)</li><li>Ability to quantitatively analyse financial datasets (in tools like R, Python, Matlab or similar)</li></ul>Other skills and knowledge that could set candidates apart:<ul><li>Knowledge of portfolio optimization software (e.g. Axioma, Northfield, Barra)</li><li>Knowledge of tax-sensitive investment methodologies</li><li>Ability to work with object-oriented programming languages (e.g. Java)</li><li>Ability to carry out quantitative research on investment strategies</li><li>Data visualization experience</li><li>Strong communication skills (ability to convey quant analysis / research to a broad non-specialist audience)</li></ul>The base salary range for this position is $120,000 - $200,000 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 <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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Portfolio Engineer

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.The base salary range for this position is - 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 <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.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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Customer Service

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

<h3>Job Description:</h3>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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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, 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, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> The base salary range for this position is $42,000 - $60,000 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 <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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales

13 Project Management / Professional Services Jobs in Greenwood Village, CO, USA