Investment Consultant - Lone Tree, CO

Fidelity • Lone Tree, CO

13h

About The Position

As an Investment Consultant working in a Fidelity Investor Center, you will develop customized financial plans using a wide range of products, services, and Fidelity planning tools. You will engage with existing clients and warm leads rather than sourcing new customers, focusing on providing investment solutions and growing relationships with a dedicated local advisor. You will work directly with clients to help them make investment decisions in their best interest, present and implement solutions suited to their needs, and support their financial futures.

Fidelity provides training in-branch, regionally, nationally, and virtually. The company describes the role as part of a stable industry leader that emphasizes connecting with clients, professional flexibility, growth, and support. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• Have a comprehensive understanding of various investment solutions.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Demonstrate outstanding communication and consultative skills and thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interest.
• Use Fidelity guidance resources to present and implement solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, enabling effective follow-up planning.
• Proactively reach out to clients to understand their goals and objectives and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about the values and differences of various investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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