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Hybrid Financial Planning & Client Advisory Associate
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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