Planning Consultant - Denver, CO
$66,000–$125,000 year
On-siteDenver, Colorado, United States
Job Summary
Conduct joint client appointments and deliver personalized financial consultations using Fidelity's offerings to identify opportunities supporting long-term financial success. Develop engagement strategies that strengthen client relationships through asset consolidation, referrals, and plan implementation while creating organized contact strategies. Profile client needs, navigate guidance tools, and partner with Financial Consultants or Wealth Planners to uncover complex planning opportunities. Mentor and support fellow associates in a collaborative environment. Requires FINRA Series 7 & 66 licensure and minimum two years of financial services experience. Full-time onsite presence required.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Remarkable understanding of financial planning concepts
- Ability to profile to understand planning needs and identify appropriate solutions
- Comfortable making outbound calls to further educate clients and uncover opportunities
- Must be able to work onsite (implied by 'Fidelity is transitioning to a full-time onsite working model' and 'Currently, some roles and locations require 100% onsite presence')
Desired Qualifications
- Attainment of CFP® Certification is highly encouraged
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