Planning Consultant, Actuary CO

7 days ago


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

We are seeking a highly skilled Planning Consultant to join our team in the Ft. Myers, FL location. This role will involve providing world-class planning experience, uncovering opportunities to deepen client relationships, and developing an engagement strategy that supports each client's unique planning needs.

Key Responsibilities:
  • Conduct joint appointments with clients focused on consultations through Fidelity's guidance offering
  • Educate and plan with clients to uncover opportunities that will lead to the client's success
  • Create and maintain an organized client contact strategy using tools such as Salesforce
  • Build long-lasting, meaningful relationships with clients
  • Mentor and support the success of your peers
About Us

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

What We Offer
  • A competitive total rewards package including a stable base salary
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A dynamic work environment with endless opportunities to build a meaningful career that positively impacts people's lives

The estimated salary for this role is $65,000 - $85,000 per year, depending on experience and qualifications. If you have a strong passion for financial planning and building relationships, we encourage you to apply.



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

    About the RoleWe are seeking an experienced actuarial consultant to join our team. As a benefits specialist, you will work closely with clients to design and implement retirement and other benefit programs that meet their needs.ResponsibilitiesProvide advice to Chief Financial Officers and Human Resource Officers on retirement and benefit programsReview and...


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

    About the RoleWe are seeking an experienced actuarial consultant to join our team at Fidelity Investments. As a key member of our pension and benefit consulting group, you will work closely with clients to provide expert advice on their retirement and other benefit programs.The ideal candidate will have 7-10+ years of experience in a pension and/or benefit...

  • Actuary Lead

    3 weeks ago


    Greenwood Village, Colorado, United States Zurich NA Full time

    Job SummaryZurich North America is looking for a senior actuary to lead the Commercial Auto Pricing team. As a key member of Technical Underwriting, this leader will provide insights for the Commercial Auto Portfolio. The position reports to the Head of Casualty Pricing and works closely with other actuarial teams and Commercial Auto Product Management....


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

    About the RoleThis position at Fidelity Investments presents an opportunity to join a dynamic team that focuses on innovative solutions for clients.Job Description:A Career Path of Growth and DevelopmentFidelity offers a unique chance to embark on a career journey with endless opportunities for professional growth. As a Workplace Planning Associate, you will...


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

    About the RoleFidelity Investments is a leading financial services company that empowers individuals, businesses, and institutions to achieve their financial goals. We are seeking a talented individual to join our Workplace Planning and Advice team as a Career Path Opportunity.Job SummaryThis role will involve working with clients to build effective...


  • Greenwood Village, Colorado, United States Soliant Full time

    At Soliant, we are committed to providing exceptional educational services to students. We are currently seeking a qualified School Psychologist to join our team at a specialty elementary school near Greenwood Village, CO.Salary and BenefitsWe offer a competitive salary based on qualifications and experience, up to $65 per hour, with additional incentives...

  • DBT Therapist

    1 week ago


    Greenwood Village, Colorado, United States Front Range Treatment Center Full time

    About UsFront Range Treatment Center is a leading provider of evidence-based therapies in the Denver Tech Center area, specializing in Dialectical Behavior Therapy (DBT) and Cognitive Behavioral Therapies.Job SummaryWe are seeking a highly skilled DBT Therapist to join our team. As a DBT Therapist, you will work closely with clients to develop effective...


  • Greenwood Village, Colorado, United States Felsburg Holt & Ullevig Full time

    Job OverviewFelsburg Holt & Ullevig, Inc. seeks a highly skilled Transportation Operations & Advanced Mobility Engineer to work in Greenwood Village, CO.Key ResponsibilitiesEvaluate new land development projects and prepare traffic impact studies, corridor studies, traffic data analytics, safety studies, feasibility studies, and alternative...


  • Greenwood Village, Colorado, United States eTek IT Services, Inc. Full time

    Job SummaryeTek IT Services, Inc. is seeking an experienced Cloud Solutions Engineer to join our team. As a Cloud Solutions Engineer, you will be responsible for designing, building, and maintaining highly available, scalable, and secure infrastructure for our on-premises private cloud IaaS offering.Responsibilities• Design and implement monitoring and...


  • Greenwood Village, Colorado, United States Felsburg Holt & Ullevig Full time

    Job SummaryFelsburg Holt & Ullevig, Inc. seeks a skilled Logistics Operations Strategist to join their team in Greenwood Village, CO.About the Role:We are looking for an experienced professional to work closely with our multidisciplinary team to complete various transportation analysis and design tasks. This includes taking on management and project engineer...


  • Greenwood Village, Colorado, United States Alera Group Full time

    Job SummaryAlera Group is seeking a highly skilled Benefits Coordinator to join our Employee Benefits team in Greenwood Village, CO. As a key member of our team, you will play a crucial role in coordinating the services of employee benefits for clients and working collaboratively with internal and external teams to ensure a best-in-class experience.About...


  • Greenwood Village, Colorado, United States Merrick & Company Full time

    Unlock Your Potential as a Senior Proposal ManagerMerrick & Company, a leading professional services firm, is seeking an experienced Senior Proposal Manager to join its Business Development team. Based in Greenwood Village, CO, this role offers a unique blend of challenge and opportunity for growth.About the Role:We are looking for a highly skilled and...


  • Greenwood Village, Colorado, United States Samuel Engineering Full time

    Are you a highly skilled software development specialist looking for a challenging opportunity in the field of software engineering?At Samuel Engineering, we are seeking an innovative and experienced software engineer to design, develop, and install software solutions.This role involves gathering user requirements, defining system functionality, and writing...


  • Greenwood Village, Colorado, United States Epic Special Education Staffing Full time

    Job OverviewEpic Special Education Staffing is now offering a sign-on bonus for special education professionals. We are partnering with an exceptional school district in Greenwood Village, CO to fill a contract Special Education Teacher position for the 2024-2025 school year.ResponsibilitiesThis role involves working with elementary and middle school...


  • Greenwood Village, Colorado, United States HealthPRO Heritage Full time

    HealthPRO Heritage is a leading provider of clinical services in various settings, including nursing facilities, retirement communities, hospitals, home care, and pediatric schools and clinics.We are currently seeking a skilled Speech Language Pathologist to join our team at our outpatient, pediatric clinic in Greenwood Village, CO. This is an excellent...


  • Greenwood Village, Colorado, United States City Light & Power, Inc. Full time

    Project OverviewThe City Light & Power, Inc. is seeking an experienced Senior Project Development Specialist to join their team of engineering professionals at the corporate location in Greenwood Village, CO.About UsCLP Engineering (CLPE) is a full-service electric utility solutions engineering firm with over twenty years of experience in electrical utility...

  • Healthcare Engineer

    7 days ago


    Greenwood Village, Colorado, United States Farnsworth Group Full time

    About the Role:We are seeking a highly skilled Sr. Mechanical Engineer – Healthcare to join our team in either Greenwood Village or Colorado Springs, CO office.Job Summary:This role involves assuming multi-project responsibilities for HVAC, plumbing, and specialty piping system engineering and design for healthcare and lab facilities.Main...

  • School Psychologist

    3 days ago


    Greenwood Village, Colorado, United States Soliant Full time

    Job OverviewWe are seeking a collaborative and compassionate School Psychologist to join our team at a specialty elementary school in Colorado. This role involves supporting a shared caseload of students alongside a dedicated team of social-emotional staff.Estimated Salary Range$65 per hour, with additional incentives for candidates with additional training,...


  • Greenwood Village, Colorado, United States Farnsworth Group Full time

    Overview of Farnsworth GroupFarnsworth Group is a renowned, employee-owned engineering, architecture, and surveying firm with over 500 employees across nearly 30 offices nationwide. We are consistently ranked among the nation's top design firms, catering to clients ranging from small communities to global brands. Our success stems from our talented team,...


  • Greenwood Village, Colorado, United States Jacobs Full time

    About UsJacobs is a global leader in delivering end-to-end life-cycle services for the energy sector. Our mission is to tackle the complexities of decarbonization and deliver a cleaner and more secure energy future.Salary & BenefitsThe estimated salary for this position is around $130,000 per year, depending on experience. Jacobs offers a comprehensive...