Financial Representative - Fort Collins, CO
Fidelity(26 days ago)
About this role
A Financial Representative at Fidelity serves as the branch’s public-facing representative, fostering long-term client relationships and promoting client engagement. The role supports branch success by aligning with regulatory expectations and helping deepen client relationships. Fidelity provides training and career development, including support to obtain FINRA Series 7 and 66 licenses.
Required Skills
- Customer Service
- Client Engagement
- Compliance
- Relationship Building
- Detail Orientation
- Organizational Skills
- Communication
- Licensing Support
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity 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.
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