Financial Services Representative

Non-Licensed Agent (NLA)

Are you passionate about helping people achieve their financial goals? Join one of the largest investment firms in Colorado as a Non-Licensed Agent (NLA) and start a career that offers growth, stability, and incredible perks.

What You'll Do

• Be the first point of contact for investors, guiding them through account transactions and online navigation.
• Process purchases, redemptions, exchanges, and other account activities over the phone.
• Troubleshoot website issues and help investors make informed decisions based on their account goals.
• Deliver exceptional customer service with empathy, patience, and professionalism.

What We're Looking For

Must Have:

• 1+ year in a customer-service role (retail, food service, call center, etc.).
• Career-minded individuals eager to grow within the company.
• Strong work ethic and ability to self-manage.
• Excellent problem-solving skills—resourceful and confident when answers aren't obvious.
• Compassionate communicator with attention to detail.

Nice to Have:

• College degree or equivalent experience.

Why You'll Love It Here

Structured Training & Licensing Path:

• 8 weeks NLA 1 training
• 5–6 weeks NLA 2 (earn your SIE license)
• 12–13 weeks NLA 3/Retirement 1 (transition to FTE)
• Series 6 & 63 licensing within 6 months
• Ongoing product training and promotion opportunities

Culture & Perks:

• Relaxed environment (jeans welcome!)
• Beer fridge and social, like-minded team
• Paid "Climb a Mountain Day" to summit a Colorado 14er
• Convenient Cherry Creek location near True Food Kitchen
• Parking pass included

Work Details

• On-site only (no remote/hybrid)
• Monday–Friday shifts between 6:45 AM and 4:15 PM.
• Location: Cherry Creek, Colorado
• Pay: $21/hour

Ready to start your career in finance? Apply today and take the first step toward a future full of growth and opportunity!

Job Type & Location

This is a Contract to Hire position based out of Denver, CO.

Pay and Benefits

The pay range for this position is $21.00 - $21.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Denver, CO.

Application Deadline

This position is anticipated to close on Nov 14, 2025.