Investment Consultant - Lone Tree, CO

Fidelity Investments•Lone Tree, CO

1d•$59,000 - $74,000•Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, with an emphasis on providing investment solutions and growing relationships with a dedicated local advisor. The consultant works directly with clients to help them make investment decisions in their best interests, using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs. Fidelity provides branch, regional, national, and virtual training, along with onboarding support. The company describes the position as part of a stable industry leader and highlights professional flexibility, growth, and support. The job is in Fidelity’s Investor Center in Lone Tree, Colorado. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve. The stated base salary range is $59,000–$74,000 per year, with possible bonus or other variable compensation depending on position and eligibility.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
Have a comprehensive understanding of various investment solutions.
Have exemplary interpersonal and relationship-building skills.
Take initiative and exceed expectations.
Have outstanding communication and consultative skills.
Thrive in a fast-paced work environment.

Nice To Haves

A degree, equivalent experience, or other professional certifications are beneficial.
Interest in pursuing a CFP, degree, or equivalent credential; tuition reimbursement is available to help obtain one.

Responsibilities

Develop customized financial plans using Fidelity products, services, and planning tools.
Work with existing clients and warm leads to provide investment solutions and grow client relationships.
Help clients make investment decisions in their best interests.
Use Fidelity’s planning and guidance resources to present and implement solutions suited to client needs.
Use guidance tools to facilitate financial-planning discussions and recommend solutions aligned with client needs.
Use technology to prepare for and conduct efficient one-on-one appointments, making effective use of client time and enabling follow-up planning.
Proactively contact clients to understand their goals and objectives.
Refer clients to wealth-management partners based on their needs and financial complexity.
Educate customers about the value and differences of various investment solutions.

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.
Potential bonus or other variable compensation, subject to position and eligibility requirements.