Financial Consultant - Broomfield, CO

Fidelity • Broomfield, CO

20h

About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm’s brand. The role involves nurturing relationships with an existing client base and drawing on institutional sources of business, supported by an open-architecture product platform and resources across the financial industry.

Fidelity describes its model as supporting professional growth, flexibility, and long-term success for associates and clients. The company provides training in-branch, regionally, nationally, and virtually. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations currently vary by role and location and may evolve.

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 be able 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 different investment strategies and bring together additional client assets in client-centered discussions.
• Extensive knowledge of investment solutions.
• Committed to delivering an outstanding customer experience.
• Motivated by results and finding solutions; takes initiative and exceeds customer expectations.
• Coachable, collaborative, and curious.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• Certified Financial Planner (CFP) certification is helpful; Fidelity notes that tuition reimbursement may help associates acquire a CFP or degree.

Responsibilities

• Engage face-to-face with clients in an Investor Center.
• Provide clients with mentorship and personalized planning.
• Build and nurture relationships with an existing client base.
• Uncover client needs and recommend appropriate 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.
• Deliver an outstanding customer experience and help clients thrive.
• Help expand the reach of Fidelity’s brand.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed