-
Wealth Planner
3 weeks ago
Fidelity Investments Littleton, United StatesJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Wealth Management Planner
2 days ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Financial Advisor
3 days ago
Empower Littleton, United States Full timeGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Wealth Management Advisor
1 week ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Planning Consultant
1 week ago
Fidelity Talentsource Llc Littleton, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Senior Financial Advisor
3 days ago
Empower Retirement Englewood, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Financial Advisor
3 days ago
Empower Retirement Englewood, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Senior Financial Advisor
1 week ago
Empower Greenwood Village, United StatesSenior Financial Advisor & Planner - Wealth Management/Personal Strategy · Senior Financial Advisor & Planner - Wealth Management/Personal Strategy · Empower · Greenwood Village, United States · Posted 4 days ago · Permanent · Competitive · Senior Financial Advisor & Planne ...
-
Tax Planning Specialist
1 week ago
CFA Institute Greenwood Village, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Manager of Financial Planning
1 week ago
Robert W. Baird & Co. Incorporated Denver, United StatesLead a team of Baird Associates in the development, training and implementation of a client centric wealth management experience. Provide financial planning expertise and support for Baird Financial Advisors. Must be able to lead a team and work as part of a team that is geograph ...
-
Manager of Financial Planning
4 days ago
Baird Denver, United StatesChallenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...
-
Manager of Financial Planning
1 week ago
Robert W. Baird & Co. Denver, United StatesLead a team of Baird Associates in the development, training and implementation of a client centric wealth management experience. Provide financial planning expertise and support for Baird Financial Advisors. Must be able to lead a team and work as part of a team that is geograph ...
-
Financial Planner
3 days ago
Aspen Wealth Strategies Denver, United StatesJob Description · Job DescriptionOur wealth management firm is looking for a skilled and experienced financial planner to join our team. In this role, you will be responsible for developing comprehensive financial plans for our high net worth clients, providing them with personal ...
-
Financial Planner
3 days ago
augmentjobs Denver, United StatesJob Description · Job DescriptionJob Description: · Position Overview: We are seeking a skilled Financial Planner to join our team. The Financial Planner will work closely with clients to assess their financial goals, develop comprehensive financial plans, and provide personalize ...
-
Tax Director
1 day ago
FORVIS Denver, United States& Requirements · FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth ...
-
Tax Director
2 days ago
FORVIS Denver, CO, United StatesGeneral information · Name · Tax Director - Private Client · Posting Title · Tax Director | Private Client · Ref # · Date Published · Thursday, April 11, 2024 · Close Date · 04/24/2024 · City · Denver · State · Colorado · Country · United States · Job Category · Tax · Department ...
-
Tax - Director - Private Client
3 days ago
FORVIS Denver, CO, United StatesGeneral information · Name · Tax - Director - Private Client · Posting Title · Tax Leader | Private Client · Ref # · Date Published · Thursday, April 11, 2024 · Close Date · 04/24/2024 · City · Denver · State · Colorado · Country · United States · Job Category · Tax · Department ...
-
Tax - Director - Private Client
1 week ago
FORVIS Denver, United StatesRef #2229754 · Date PublishedWednesday, January 24, 2024 · CountryUnited States · Job CategoryTax · DepartmentTax · Advertised LocationUS-CO-Colorado Springs, US-CO-Denver, US-UT-Salt Lake City · Working timeFull Time · Description & Requirements · FORVIS' Private Client tax advi ...
-
Tax Planning Specialist
1 week ago
Empower Retirement Denver, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Financial Professional
1 week ago
Equitable Holdings Denver, United StatesFinancial Professional - CO, Denver · Equitable Holdings · Mar 06, 2024 · Finance · Job Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial we ...
Wealth Planner - Littleton, United States - CFA Institute
Description
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.
At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking ForPrevious success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance.
We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
blends the best of working offsite with maximizing time together in person to meet associate and business needs.Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .
Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you toFind Your Fidelity
at .
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
We welcome those with experience in jobs such as Residential Real Estate Agent, Accounts Payable Clerk, and Payroll Specialist and others in the Accounting and Finance to apply.
#J-18808-Ljbffr