LOCATION: Denver, CO JOBS - Fidelity Investments

VP, 401K Large Market Relationship Manager Denver, CO

for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 10+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retirement plan record keeping anRead More

Transition Services Associate Denver, CO

foster new ones for generations to come. The Purpose of Your Role You will serve as a single point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes: Owning the experience from initiation to completion Providing simple, easy solutions for compRead More

SSG Service Support Specialist Denver, CO

er decisions, and achieve their own financial dreams. The Purpose of Your Role The Service Support team will be empowered and trained to resolve most issues “at point of service,” and will proactively reach out to customers to resolve “not in good order” items and other Fidelity identified issues. You will serve as a single point of contact to customers, providing a dedicated, compassionate, andRead More

Financial Consultant Program-Relationship Manager-Lone Tree, CO Denver, CO

ll see your impact on the business and have rewarding interactions with clients every single day. The Expertise We’re Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to Read More

Financial Consultant - Denver, CO Downtown Denver, CO

tirement planning strategies The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support yoRead More

Customer Relationship Advocate - Denver Tech Center Denver, CO

sition that offers the opportunity for overtime based on the business needs and your availability. The Purpose of Your Role You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining yourRead More