Fidelity

Financial Representative - Colorado Springs, CO

Fidelity

2 months ago
Colorado Springs, CO
Hybrid
Full Time
Junior
0 applicants
Fidelity
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About this role

A Financial Representative at Fidelity is a client-facing branch associate who represents the firm and supports branch success through strong client engagement and adherence to compliance. The position is positioned to develop long-term client relationships while Fidelity provides training and support for industry licensing. The role is offered with a competitive base salary and a comprehensive benefits package.

Skills

Qualifications

Series 07 - FINRASeries 66 - FINRA
Fidelity

About Fidelity

fidelity.com

Industries

Finance

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

About Fidelity

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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