Team Leader, Financial Consultants - Greenwood Village, CO

Fidelity Investments - Greenwood Village, CO 80110 APPLY TO THIS JOB

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity Financial Consultant team, you'll have the resources at your disposal to succeed on each count.

The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
We require an active Series 9/10, 7 and 66 licenses

The Purpose of Your Role

Our mission in the Westlake Regional Center is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. You will drive national initiatives and grow the business through phone based customer meetings, informative seminars, lead utilization, and client appreciation.

The Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

The Value You Deliver

You are a key leader in the Regional Center and beyond. As someone who leads, recruits, and works closely with employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching.

How Your Work Impacts the Organization

You will function as the manager for the team by building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on the team’s success, growth and profitability.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Sales & Relationship Management

Primary Location: US-CO-Greenwood Village

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Associate's Degree/College Diploma (±13 years)

Job Type: Standard

Overtime Status: Exempt

Travel: No

Greenwood Village, Colorado
Greenwood Village, CO


Fidelity Investments

Greenwood Village, Colorado 80110

12/6/2018 7:16:14 AM


Sales Relationship Management