Top Tech Jobs & Startup Jobs in Denver & Boulder, CO

Supports investors with trading, investment, and account-related needs through inbound interactions. Processes complex securities transactions, explains market and investment concepts, applies regulatory requirements, resolves client requests, and identifies opportunities for additional products and services. Builds client trust and loyalty through personalized education and consultative support while handling equities, options, mutual funds, fixed income securities, and precious metals.

Drives growth and adoption of Fidelity’s Exchange Fund by educating advisors and clients, managing relationships, and serving as a subject matter expert. Connects investment, operations, distribution, and investment management teams while translating complex fund structure, tax, and investment concepts into clear messaging. Supports product scaling, presentations, conferences, and client engagement, requiring strong organization, communication, collaboration, and execution skills.

Leads regional wealth management coaching by mentoring financial advisors, supporting client appointments, sharing financial planning and investment expertise, and coordinating development plans with branch leaders and coaches. Sets coaching strategy, deploys mentoring resources, tracks activities in Salesforce, and builds relationships with executives and business partners to improve advisor performance and client outcomes.

The Financial Planning Consultant delivers personalized financial planning and integrated financial solutions, guiding clients in retirement planning, investment management, and holistic portfolio strategies.