Monetary Strategy and Planning Consultant

4 weeks ago


Littleton, Colorado, United States Fidelity Investments Full time
Job Description: Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

We welcome those with experience in jobs such as Accounting Assistant, Accounts Receivable Clerk, and Senior Accountant and others in the Accounting and Finance to apply.

  • Littleton, Colorado, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Littleton, Colorado, United States Jordan Search Consultants Full time

    Colorado Eye Consultants seeks an experienced oculoplastic surgeon to lead their new service line for ocular and facial procedures. Our highly successful, private physician-owned group of ophthalmologists has been providing comprehensive eye care in the Rocky Mountain region since 1982.The ideal candidate will benefit from a significant base of in-house...


  • Littleton, Colorado, United States Jordan Search Consultants Full time

    Colorado Eye Consultants seeks an experienced oculoplastic surgeon to lead their new service line for ocular and facial procedures. Our highly successful, private physician-owned group of ophthalmologists has been providing comprehensive eye care in the Rocky Mountain region since 1982.The ideal candidate will benefit from a significant base of in-house...


  • Littleton, Colorado, United States Dice Full time

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, DISH, is seeking the following. Apply via Dice todayCompany SummaryDISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand...


  • Littleton, Colorado, United States Dice Full time

    Dice is the leading career destination for tech experts at every stage of their careers. Our client, DISH, is seeking the following. Apply via Dice todayCompany SummaryDISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand...

  • Full Time

    3 weeks ago


    Littleton, Colorado, United States Lowe's Full time

    Essential Functions:NOTE: Minors in this role may not be responsible for some of the activities listed belowAssisted Self Check Out Demonstrates ability to monitor and identify customers who need assistance at multiple self-checkout registers simultaneously Approaches and interacts with customers to proactively recommend products and services appropriately...

  • Full Time

    2 weeks ago


    Littleton, Colorado, United States Lowe's Full time

    Essential Functions:NOTE: Minors in this role may not be responsible for some of the activities listed belowAssisted Self Check Out Demonstrates ability to monitor and identify customers who need assistance at multiple self-checkout registers simultaneously Approaches and interacts with customers to proactively recommend products and services appropriately...

  • Wealth Planner

    4 weeks ago


    Littleton, Colorado, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planner

    4 weeks ago


    Littleton, Colorado, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Littleton, Colorado, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Littleton, Colorado, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Littleton, Colorado, United States Kaiser Permanente Full time

    UFCW Local 7 - $ $57.77May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: Job Summary:Provides complete and appropriate psychological evaluations for a wide variety...


  • Littleton, Colorado, United States Kaiser Permanente Full time

    UFCW Local 7 - $ $57.77May be entitled to translation/bilingual, shift or other wage premiums as governed by the applicable collective bargaining agreement. Please refer to the respective collective bargaining agreement for additional information on such wage premiums: Job Summary:Provides complete and appropriate psychological evaluations for a wide variety...


  • Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Business AssistantSouth Kipling Dental is looking for a Business Assistant to join our teamJoin a 25 person team that thrives on collaboration, communication and community Full time - Monday 10am-8pm, Tuesday 9am-7pm, Wednesday 10am-8pm, Thursday 9am-7pmChallenging, Collaborative and Energetic Team Supporting our front office as a Business Assistant, you'll...


  • Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Business AssistantSouth Kipling Dental is looking for a Business Assistant to join our teamJoin a 25 person team that thrives on collaboration, communication and community Full time - Monday 10am-8pm, Tuesday 9am-7pm, Wednesday 10am-8pm, Thursday 9am-7pmChallenging, Collaborative and Energetic Team Supporting our front office as a Business Assistant, you'll...


  • Littleton, Colorado, United States Fidelis Partners Full time

    Outpatient Family Practice or Internist PhysicianAre you a dedicated Family Practice or Internist Physician seeking a rewardingopportunity? Join our team at Littleton Regional Medical Center in thepicturesque community of Littleton, NH, where we are committed to providingtop-notch healthcare services to our residents.Position: Outpatient Family Practice or...

  • Dental Assistant

    3 weeks ago


    Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Dental Assistant$3,000 SIGN ON BONUS Columbine Dental is looking for a Dental Assistant to join our team.Join a 17 person team that thrives on collaboration, communication, and community Looking for a strong team player with prior dental experienceFull time with competitive pay based on experience between $ $27.00 HR As a Dental Assistant, you'll enjoy state...

  • Dental Assistant

    2 weeks ago


    Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Dental Assistant$3,000 SIGN ON BONUS Columbine Dental is looking for a Dental Assistant to join our team.Join a 17 person team that thrives on collaboration, communication, and community Looking for a strong team player with prior dental experienceFull time with competitive pay based on experience between $ $27.00 HR As a Dental Assistant, you'll enjoy state...

  • Dental Assistant

    1 week ago


    Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Dental Assistant $ SIGN ON BONUSSouth Kipling Dental Care is looking for a Dental Assistant to join our team. Schedule: Wednesday-Saturday 12:30-8pm, 11:30-7pm, 8:30-5p, 8:30-5pCompetitive pay based on experience and certifications between $ $22.00 HRWILLING TO TRAIN THE RIGHT PERSON As a Dental Assistant, you'll enjoy state of the art technology while being...

  • Dental Assistant

    3 weeks ago


    Littleton, Colorado, United States Heartland Dental and Supported Offices Full time

    Dental AssistantSouth Kipling Dental Care is looking for a Dental Assistant to join our team. 2 different shifts either Monday: 12:30-8pm Tuesday: 11:30-7pm, Wednesday and Thursday are 7am-2pm. As a Dental Assistant, you'll enjoy state of the art technology while being surrounded by camaraderie and support. This is where patients come first, and continuous...