Financial Consultant - Broomfield, CO

Fidelity Investments•Broomfield, CO

2d•$60,000 - $75,000

About The Position

Working in Fidelity’s Investor Center in Broomfield, Colorado, the Financial Consultant engages face-to-face with clients, providing mentorship and personalized planning while helping expand the firm’s brand. The role uses Fidelity’s existing client base and institutional sources of business, along with an open-architecture product platform and industry resources, to nurture client relationships and support long-term success for clients and the consultant. The consultant introduces clients to investment strategies, identifies opportunities to bring together additional client assets, and discusses solutions in a positive, client-centered manner. Fidelity provides training in-branch, regionally, nationally, and virtually, as well as onboarding support. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations may evolve, and the description does not specify the current onsite requirement for this role. The position offers a base salary range of $60,000–$75,000 per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Eligible offers may also include bonus or other variable compensation. Fidelity will not provide immigration sponsorship for this position.

Requirements

Proven success in building relationships, uncovering needs, and recommending solutions.
Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Ability to thoughtfully introduce clients to investment strategies and engage in positive, client-centered discussions about additional client assets.
Be coachable, collaborative, and curious.
Commitment to delivering an outstanding customer experience and helping others thrive.
Motivation by results and finding solutions; takes initiative and exceeds customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

A degree or equivalent experience and/or other professional certifications are helpful.
Certified Financial Planner (CFP) certification or a degree; Fidelity’s tuition reimbursement program may help an associate acquire one.

Responsibilities

Engage face-to-face with clients in an Investor Center.
Provide clients with mentorship and personalized planning.
Build relationships, uncover client needs, and recommend solutions.
Present complex solutions to a knowledgeable client base while building rapport and credibility.
Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
Help expand the reach of Fidelity’s brand.
Deliver an outstanding customer experience and find solutions that exceed customer expectations.

Benefits

Stable base salary and competitive total rewards package.
Training in-branch, regionally, nationally, and virtually.
Comprehensive health care coverage.
Emotional well-being support.
Retirement benefits.
Paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources for career development.
Potential bonus or other variable compensation, subject to position and eligibility requirements.