Investment Support Rep. - Wealth Mgmt. Company

💼 Position: Investment Support Rep. - Non Licensed

Location: On-site in Office in Denver, CO

Pay:

• $21/hour during contract
• $25.96/hour upon potential full-time conversion - 520 Hour Contract to Hire = Roughly 3-4 Months

Schedule: Monday–Friday, shifts starting at 6:45 AM, 7:00 AM, or 7:15 AM for a 8-hour shift

🧭 What You’ll Do:

• Support investors by processing transactions and answering account-related questions
• Assist with purchases, redemptions, and exchanges over the phone
• Help users navigate online account tools and troubleshoot website issues

✅ Must-Have Skills:

• 1+ year in a customer-facing role (retail, food service, call center, etc.)
• Career-minded with ambition to grow
• Strong work ethic and self-management skills
• Excellent problem-solving and resourcefulness
• Compassionate, empathetic, and patient communication
• High attention to detail

🌟 Nice-to-Haves:

• Bachelor’s degree or equivalent experience
• Experience with inbound calls, mutual funds, or financial services

🎓 Training & Career Path:

• Phase 1:
• 8 weeks of foundational training
• Phase 2:
• 5–6 weeks with SIE licensing
• Phase 3: 12–13 weeks leading to full-time hire consideration
• Licensing: Series 6 and 63 required within 6 months of conversion
• Growth: Opportunities for promotion or internal internships

🏢 Work Environment & Perks:

• On-site only until licensed and converted to full-time
• Casual dress code (yes, jeans!)
• Friendly, like-minded team culture
• Unique perks like “Climb a Mountain Day” (yes, you get paid to hike!)
• Parking Passes

📅 Important Dates:

Blackout periods for time off include:

• Jan 1–15, Apr 1–15, Memorial Day week, Jul 1–15, Labor Day week, Oct 1–15, Thanksgiving week, Dec 15–31

🚀 Ready to Apply?

If you're excited to join a global investment firm and meet the qualifications above,

apply now to take the first step in a rewarding career journey. We’re hiring 16 candidates for this class—don’t miss your chance!