Fidelity’s Licensing Accelerator Program (SIE®) - Denver, CO
Greenwood Village, Colorado, United States
RemoteInternship
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Program participants prepare for and take the SIE exam, explore financial services careers, and receive study materials, exam support, and Fidelity career resources.
Financial Advisor - Denver, CO - Market 20, Region 324
Denver, Colorado, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's degree preferred or equivalent experience; financial services, sales, licensing, certification, or career progression accepted. SIE, Series 7, Series 66, and state insurance licenses required.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires financial services or sales experience, or relevant financial registration, licensing, certification, professional, or military progression. SIE, Series 7, Series 66, and state insurance licenses are required.
social media, SIE, Series 7, Series 66, FINRA, SEC
Citi Commercial Bank - Mid-Corp Relationship Manager - Director
Denver, Colorado, United States
$200k-$300k/yrHybridFull Time
CitiNYSE: C: A global financial services providing banking and credit services.
15+ YOE15+ years managing commercial or middle-market client relationships; expert credit and banking product knowledge; cross-functional leadership; FINRA SIE, Series 63, and Series 79; bachelor's degree.
Financial Advisor - Greenwood Village and Surrounding Areas
Greenwood Village or Colorado
FieldFull Time
Thrivent: Member-owned fraternal benefit society offering financial and insurance services.
Bachelor’s degree or equivalent experience; FINRA SIE, life and health licenses, background check, fingerprinting, and applicable securities registration or insurance licensing required.
Fort Collins or Louisville or Northglenn or Windsor or Johnstown or Loveland or Greeley or Thornton or Broomfield or Boulder or Longmont
FieldFull Time
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Bachelor's degree or equivalent experience; attainment of FINRA SIE, life & health licenses and securities registration before contracting; satisfactory background/fingerprint checks.
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
2+ YOEBachelor's degree, 2–4 years of client service or financial industry experience, strong communication and organization skills, and required SIE, Series 7, and Series 63 credentials.
Modern Woodmen of America: Sells life insurance and financial investment products to members.
Entry-level role requiring active or quickly obtainable SIE and life/health licensing, strong communication, team orientation, competitive drive, and willingness to obtain state insurance licenses.
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
High school required; willing to obtain SIE, Series 6, Series 63, Series 7 and life insurance licenses; organized, resourceful, and customer-focused with basic computer skills.
Salesforce, Microsoft Office, Outlook, Word, Excel
Denver or Seattle or Washington or California or Colorado or Arizona or Oregon or Utah or Alaska
$80k-$110k/yrHybridFull Time
Baird: Employee-owned financial services firm providing wealth and asset management.
3+ YOEBachelor’s degree, 3–5 years of financial services experience, client-facing skills, strong communication and presentation abilities, and willingness to obtain SIE, Series 7, and 66 licenses.
2+ YOEBachelor's degree required; 2+ years client service or financial industry experience preferred; SIE, Series 7 and 63 required; strong communication, organizational, and client-service skills.
Senior Director, Surveillance and Market Intelligence
Rockville or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or Washington or San Francisco or Philadelphia or New York or Los Angeles
$158k-$371k/yrHybridFull Time
FINRA: Regulates brokerage firms and exchange markets in the United States.
10+ YOE5+ MgmtBachelor’s degree or equivalent, 10+ years in securities or financial services, 5+ years supervising, regulatory surveillance expertise, project management, data analytics, communication, and SIE or equivalent certification.
Microsoft Power BI, Dataiku, CAT, Securities Exchange Act of 1934
Customer Service Representative- Greenwood Village, CO
Greenwood Village, Colorado, United States
$48k-$50k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Prepare for FINRA SIE/Series 7/63 licensing, provide inbound phone support, resolve client requests, learn proprietary platforms, and demonstrate strong communication and problem-solving skills.
Westlake or Greenwood Village or Covington or Jacksonville or Salt Lake City or Durham or Merrimack or Smithfield
$48k-$50k/yrHybridFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Strong client relationship, consultative, communication, technology, and time-management skills; inbound/outbound customer engagement experience; ability to complete SIE, Series 7, and Series 66 upon hire.
Denver or Westlake or Chicago or Menlo Park or New York City or Bellevue or Washington or Lake Mary or Clearwater or Gainesville
$109k-$128k/yrOnsiteFull Time
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
5+ YOERequires 5+ years in sales coaching, leadership, or financial services; clean U5; SIE, Series 7, 66, and 24 or 9/10; experience with compliant sales supervision and asset consolidation.
Baird: Global employee-owned firm providing wealth management and investment banking.
5+ YOE5+ years industry experience; active SIE, Series 7, and Series 66 or Series 63 and 65 required; strong communication, analytical and compliance knowledge; proficient with Microsoft Office and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Capital Markets Managing Director I Real Estate- Structuring/Originations (IC)(F)
Pittsburgh or Denver
$154k-$315k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEBachelor's degree and typically 8+ years of industry experience; requires SIE, Series 7, 63, and 79 licensing for the role, plus financial analysis, structuring, sales, and client relationship skills.
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
1+ YOE1-4 years financial services experience, FINRA SIE/Series 7/63 required, bachelor’s degree or equivalent preferred, strong sales and communication skills, ability to travel up to 20%.