Investment Consultant - Cherry Creek, CO
Fidelity Investments is a stable industry leader in financial services, dedicated to making a difference in the lives of clients. The Investment Consultant role involves developing customized financial plans and engaging with existing clients to provide investment solutions and grow relationships.
Responsibilities
- Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
- Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
- Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Skills
- Series 7 licensed
- Comprehensive understanding of various investment solutions
- Outstanding communication and consultative skills
- Ability to grow relationships and take initiative
- Ability to thrive in a fast-paced work environment
- Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Company H1B Sponsorship