Wealth Management Planning Consultant - Denver, CO

Job description

Job Description: Wealth Management Planning Consultant For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We’re Looking For: - FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire - Financial Services experience, we recommend five years - Degree and/or other professional certifications such as CFP are helpful The Purpose of Your Role: You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business. The Skills You Bring: Note: Fidelity will not provide immigration sponsorship for this position. - Extraordinary interpersonal communication skills, via telephone and face-to-face consultations - You have a passion for delivering thoughtful & trustworthy service to clients seeking a p...