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Investment Consultant - Lone Tree, CO

Company: Fidelity Investments
Location: Broomfield
Posted on: February 13, 2020

Job Description:

Job Description:You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.The --Expertise --We------re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • A CFP is preferred if you don------t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe --Purpose --of Your RoleYou will develop financial plans customized to the needs of Fidelity------s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.The --Skills --You Bring
    • In a team-based, sales environment you take initiative and exceed expectations.
    • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
    • Incomparable consultative selling and organizational skillsThe --Value --You Deliver
      • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
      • With our open architecture, you offer a wide broad range of financial products and services
      • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsHow Your Work --Impacts --the OrganizationWorking in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, 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. While you form relationships here, you will also be building your career!Certifications:Series 07 - FINRACategory:Sales We welcome those with experience in jobs such as Senior Account Manager, Business Development Representative, and Finance Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Broomfield , Investment Consultant - Lone Tree, CO, Other , Broomfield, Colorado

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