Personal Planning Consultant - Denver, CO

Greenwood Village, CO
February 26 2018
You love helping people create a plan to reach their financial goals.  You are energized by the relationships you've cultivated and you enjoy finding out what's important to them. For your clients, you are the reassuring voice they need during moments that matter most to them.

If this sounds like you, we are looking for a few new team members.

The Expertise We're Looking For
  • ·        Comprehensive understanding of the financial services market, economy ,industry trends, investment products, and are interested in learning much more
  • ·        Experience offering investment planning and guidance professionally
  • ·        A strong desire to work in a dynamic, team based environment who truly wants to make a difference in the lives of our customers
  • ·        Roles are available based on your experience and track record of success, with a minimum of 2 years of sales experience in the industry
  • ·        FINRA Series 7 required, 63 or 66 preferred
The Purpose of Your Role

As a Personal Planning Consultant you will be on a dedicated team that supports and consults with existing clients and prospects to help improve their financial well-being. You will understand the clients' story and learn what's important to them.  You will be proactively and reactively engaging prospective clients during key moments using chat, email screen share, phone, and video to help provide solutions that result in sales and a client base that is confident in their plan for their financial future.

The Skills You Bring
  • ·        A strong desire to work in a dynamic, team based environment and who truly want to make a difference in the lives of our clients.
  • ·        Tech savvy -specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries
  • ·        A natural inclination towards a sales/ goals oriented environment
  • ·        An interest in obtaining your Certified Financial Planner designation
  • ·        Great listener, curious, approachable and personable
  • ·        Coachable  

The Value You Deliver

You will help customers make clearer decisions and feel more confident in taking steps towards achieving their own financial dreams through in-depth planning conversations that will put them in the best financial position as possible, living the life they dreamed. Your Life, Our Benefits We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings.   INSERT BENEFITS LINK HERE  for  Now…. Here are two news stories about how we are helping our employees' payback their student loan debt and updated parental leave policy.   Parental Leave Policy News  and   Student Loan Payback Assistance Fidelity Investments was recognized as the Glassdoor Candidates' Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015. Apply now to learn more!
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