Fidelity Investments
Greenwood Village, Colorado
Planning and Advice Associate - Greenwood Village, CO
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Apply to Planning and Advice Associate - Greenwood Village, CO at Fidelity InvestmentsJob details
- Location
- Greenwood Village, Colorado
- Work type
- Onsite
- Compensation
- $47,500 - $50,000/yr
- Posted
- Jul 30, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires consultative client experience, customer engagement skills, financial services interest, strong communication and technology skills, and ability to complete SIE, Series 7, and Series 66 licensing.
What you'll do at Fidelity Investments:
- guiding clients
- handling calls
- setting appointments
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