Hybrid Financial Planning & Client Advisory Associate

Jobtailor

Colorado

Hybrid

USD 65,000 - 90,000

Full time

8 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Hybrid work setting

Job summary

Fidelity Investments in Colorado is seeking a client-focused Financial Services Specialist to partner with workplace and personal investing clients. You will engage in inbound and outbound conversations, building trusted relationships through tailored retirement and investment guidance.

You will help clients navigate Fidelity’s planning tools, connect them with suitable solutions, and develop skills in planning, service, and sales within a structured development path, supporting long-term

Qualifications

Strong client relationship and consultative experience required.
Experience with inbound/outbound warm leads and customer engagement.
Interest or knowledge in financial services and retirement planning.
Strong communication, technology, and time-management skills.
Ability and flexibility to work in a hybrid work setting, both at home and in office.

Responsibilities

Serve as a trusted partner for workplace and personal investment customers.
Engage in inbound and outbound conversations.
Provide guidance on retirement and investment needs.
Help clients navigate Fidelity’s products, services, and planning tools.
Develop relationship-building, planning, and service-to-sales skills through a structured development path.