Financial Consultant

3 days ago


Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time
Job Description:

As a Financial Consultant at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. You will work collaboratively with a team of professionals to provide comprehensive financial planning and investment solutions to high net worth clients.

The Expertise We're Looking For:
  • FINRA Series 7 & 63 required prior to hire
  • Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
  • Five years financial services experience, with 3-5 years of sales experience
  • A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
The Purpose of Your Role:

You will work closely with clients to understand their financial goals and objectives, and provide personalized financial planning and investment solutions to help them achieve those goals. You will also be responsible for building and maintaining relationships with clients, and identifying opportunities to expand our business.

The Skills You Bring:
  • A deep understanding of financial markets and the ability to effectively communicate complex financial concepts to clients
  • Excellent knowledge of investment products and services
  • An entrepreneurial spirit and the ability to work independently within a large organization
  • Strong technological acumen and comfort with learning new tools
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
Our Investments in You:

We believe that a holistic approach to life is important, and our benefit programs are designed to help you and your loved ones strike the perfect balance. Our benefits include comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

The Value You Deliver:
  • No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
  • You are developing existing relationships to retain and increase total assets and profitability
How Your Work Impacts the Organization:

As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.



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