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 Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Fidelity Investments has a track record of offering H1B sponsorships, with 3 in 2025, 8 in 2024, 4 in 2023, 6 in 2022, 8 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.