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Fidelity Bank · 1 day ago

Investment Consultant - Colorado Springs, CO

10855 HIDDEN POOL HEIGHTS, COLORADO SPRINGS, CO

Full-time

Hybrid

Mid Level

$59K/yr - $74K/yr

Fidelity Bank is a stable industry leader in financial services, committed to making a difference in the lives of clients. The Investment Consultant role involves developing customized financial plans, engaging with existing clients, and providing investment solutions to enhance client relationships.

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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

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

In this role you will work directly with clients to help them make investment decisions that are in their best interest

By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future

Qualification

Series 7 licensedSeries 63 licensedInvestment solutions knowledgeCertified Financial PlannerConsultative skillsInterpersonal skillsCommunication skills

Required

Series 7 licensed

Comprehensive understanding of various investment solutions

Outstanding communication and consultative skills

Ability to grow relationships

Ability to thrive in a fast-paced work environment

Preferred

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!