Fidelity Investments · 2 days ago
Planning Consultant - Colorado Springs, CO
Colorado Springs, CO
Full-time
Hybrid
Mid Level
$70K/yr - $105K/yrFidelity Investments is seeking a Planning Consultant to provide a world-class planning experience and deepen client relationships. The role involves working alongside Financial Consultants and Wealth Planners to uncover planning opportunities and develop client engagement strategies.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
Qualification
Required
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Financial services experience preferably in financial planning
Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families
Ability to profile to understand planning needs and identify appropriate solutions
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
Preferred
Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-07
Company data provided by crunchbase