Fidelity Investments · 1 day ago
Investment Consultant - Colorado Springs, CO
Colorado Springs, CO
Full-time
Hybrid
Mid Level
$59K/yr - $74K/yrFidelity Investments is a stable industry leader in financial services, seeking an Investment Consultant to develop customized financial plans for clients. In this role, you will engage with existing clients, utilize Fidelity’s tools to provide investment solutions, and grow relationships with a dedicated local advisor.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
Qualification
Required
Series 7 & 63 licensed; 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!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Benefits
Comprehensive health care coverage
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
Learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-03
Crunchbase News
2026-01-02
2025-12-30
Company data provided by crunchbase