Financial Consultant, National Investor Center

6 hours ago


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

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.

Key Responsibilities:

* Develop and maintain strong relationships with clients to understand their financial needs and goals
* Provide personalized investment advice and guidance to clients to help them achieve their financial objectives
* Conduct thorough financial analyses to identify areas for improvement and develop tailored investment strategies
* Collaborate with internal teams to ensure seamless delivery of services to clients

Requirements:

* 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

What We Offer:

* Competitive base salary and bonus structure
* Comprehensive benefits package, including health, dental, and vision insurance
* Generous paid time off and parental leave
* Charitable giving employee match program
* Educational assistance, including student loan repayment and tuition reimbursement

About Fidelity:

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.

Why Join Fidelity:

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. 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.

  • 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...


  • Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job Description:Phone Financial ConsultantFidelity is committed to creating a safe and respectful environment where every associate and customer is treated with kindness, compassion, and respect. Abby Johnson, Chairman & CEO Fidelity InvestmentsAre you ready to take your career to the next level?With your exceptional knowledge and integrity, we know that...


  • Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    Company OverviewWe are a leading commercial general contractor with a strong reputation for delivering high-quality results. Our company is headquartered in the Denver Tech Center and is recognized for its commitment to excellence and safety in the construction industry. We handle complex and impactful projects across multiple states, working with both...


  • Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    About the Company and OpportunityOur client is a leading real estate investment trust company located in the DTC area. They are a dedicated team with commercial real estate investment properties across the nation, one of the largest in their field.Job SummaryThis position will report directly to the Director of Property Accounting. As a member of a talented...

  • Financial Analyst

    1 week ago


    Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    Cost Accountant Job DescriptionCompany Culture: We are a forward-thinking organization on the cusp of a major expansion in the Denver Tech Center, seeking a detail-oriented Cost Accountant to join our dynamic team.This company is committed to streamlining processes, enhancing productivity, and driving customer satisfaction through innovation. If you excel at...

  • Financial Analyst

    3 weeks ago


    Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    Cost Accountant Job DescriptionCompany Culture: We are a forward-thinking organization on the cusp of a major expansion in the Denver Tech Center, seeking a detail-oriented Cost Accountant to join our dynamic team.This role is ideal for a meticulous individual who thrives in a fast-paced environment, enjoys working with operations, and has a passion for...


  • Greenwood Village, Colorado, United States Lincoln Financial Group Full time

    Job Summary We are seeking a highly skilled Anaplan Model Builder to join our team at Lincoln Financial Group. As a key member of our Corporate FP&A team, you will be responsible for building and maintaining complex financial models in Anaplan, working closely with stakeholders to ensure model design reflects business needs. Key Responsibilities • Develop...


  • Greenwood Village, Colorado, United States Equitable Services Full time

    Unlock Your PotentialAt Equitable Advisors, we're dedicated to helping our clients achieve their financial goals. As a Financial Professional, you'll play a critical role in delivering exceptional customer experiences and building long-term relationships that emphasize trust, guidance, and technology. Our team is passionate about making a positive impact on...

  • Actuarial Consultant

    3 weeks ago


    Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job Title: Actuarial ConsultantWe are seeking an experienced actuarial consultant to join our team at Fidelity Investments. As an actuarial consultant, you will be responsible for providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.Key...


  • Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking an experienced actuarial consultant to join our team. As a key member of our consulting group, you will work closely with clients to provide expert advice on pension and benefit programs.The Team:Our consulting group is composed of over 400 professionals who advise clients on the management of their domestic benefits. We are a...


  • Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking an experienced actuarial consultant to join our team at Fidelity Investments. As a key member of our Workplace Consulting Group, you will advise clients on the management of their domestic benefits, leveraging your expertise in benefit program design, legislative, accounting, and regulatory requirements.The Team:Our team is...

  • Staff Accountant

    3 weeks ago


    Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    Job Title: Staff AccountantJob Summary:The Staff Accountant will play a key role in overseeing the daily operations of the accounting department. This position involves managing various accounting functions, including accounts payable/receivable, billing, and financial reporting. The ideal candidate will ensure precision in financial management and...

  • Staff Accountant

    4 weeks ago


    Greenwood Village, Colorado, United States Creative Financial Staffing Full time

    Staff Accountant Job DescriptionOur client, a leading commercial general contractor, is seeking a skilled Staff Accountant to join their team in Greenwood Village, Colorado. This is a full-time opportunity to work in a collaborative, family-oriented environment with flexible office arrangements.Company OverviewThe company is recognized for its commitment to...


  • Greenwood Village, Colorado, United States Wealth Strategies Full time

    Unlock Your Potential as a Financial RepresentativeWealth Strategies is seeking a dynamic and ambitious Financial Representative to join our team. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Work closely with clients to understand their financial...


  • Greenwood Village, Colorado, United States Soar Autism Center Full time

    Job Title: Board Certified Behavioral AnalystSoar Autism Center is seeking a highly skilled Board Certified Behavioral Analyst (BCBA) to join our interdisciplinary team.As a BCBA, you will play a critical role in providing exceptional care for children with autism spectrum disorder (ASD) and their families.Key Responsibilities:Plan and deliver...

  • Hospitality Associate

    4 weeks ago


    Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource is seeking a skilled Hospitality Associate to join our team in Denver, CO. As a key member of our workspace experience team, you will play a vital role in delivering exceptional service to our associates and ensuring a positive work environment.Key ResponsibilitiesProvide hospitality service execution and onsite service...


  • Greenwood Village, Colorado, United States Stryker Full time

    Join Stryker's Finance TeamStryker is a global leader in medical technologies, and we're looking for talented individuals to join our finance team. As a finance professional at Stryker, you'll have the opportunity to work on a wide range of projects, from financial planning and analysis to accounting and financial reporting.Key ResponsibilitiesAssist in the...


  • Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job SummaryFidelity TalentSource LLC is seeking a skilled End User Support Technician to join our team. As a key member of our Enterprise Infrastructure Group, you will provide technical support for Fidelity locations in CO, ensuring seamless operation of technology systems.Key ResponsibilitiesProvide desktop support and troubleshoot issues with Microsoft...


  • Greenwood Village, Colorado, United States Fidelity Investments Full time

    About the ProgramFidelity Investments is a leading financial services company that offers a range of career opportunities in the securities industry. Our Securities Industry Essentials (SIE) Scholar program is designed to provide individuals with the skills and knowledge needed to succeed in this field.Program OverviewThe SIE Scholar program is an...

  • Hospitality Associate

    1 month ago


    Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time

    Job SummaryFidelity TalentSource LLC is seeking a skilled Hospitality Associate to play a key role in the regional workspace experience. This role reports to the Workspace Hospitality Services Manager and focuses on hospitality service execution and onsite service delivery, ensuring a magnetic and vibrant workday for all Fidelity associates.Key...