Fmr
Denver, Colorado
Planning Consultant - Cherry Creek, CO
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Apply to Planning Consultant - Cherry Creek, CO at FmrJob details
- Location
- Denver, Colorado
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- 1 week ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 or ability to acquire Series 66, minimum 2 years financial services experience, CFP encouraged, outbound calling and client relationship skills, familiarity with Salesforce and planning tools.
What you'll do at Fmr:
- conducting consultations
- building relationships
- mentoring peers
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