Fidelity Investments
Denver, Colorado
Planning Consultant - Cherry Creek, CO
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Apply to Planning Consultant - Cherry Creek, CO at Fidelity InvestmentsJob details
- Location
- Denver, Colorado
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- Jul 23, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires FINRA Series 7 and 66 licenses or ability to obtain Series 66, 2+ years of financial services experience, planning knowledge, client relationship skills, and CFP certification is encouraged.
What you'll do at Fidelity Investments:
- conducting consultations
- building relationships
- making outbound calls
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