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Planning Consultant - Cherry Creek, CO

Fidelity InvestmentsDenver, CO

$66,000–125,000/yr

Posted Oct 16, 2026

What you’d do

Offer financial planning experiences to clients, develop engagement strategies to meet their planning needs, and strengthen relationships through asset consolidation, referrals, and plan implementation. Full time role based in Denver, CO. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

  • FINRA Series 7 & 66 licensed or ability to acquire Series 66
  • Appropriate state registrations
  • Minimum 2 years of financial services or relevant experience
  • CFP certification highly encouraged

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