Team Leader, Workplace Planning and Advice – Denver, CO

Job Description:

Team Leader Workplace Planning and Advice

The Team Leader is a key member of the Workplace Planning & Advice (WPA) business group providing leadership to a team of licensed Workplace Planning Consultants. Their primary responsibility is to lead coach and develop their team in order to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance.

TheExpertiseWere Looking For

• Minimum of 2 years managerial experience in a service or sales business
• FINRA Series 7 66
• FINRA Series 9/10 licenses strongly preferred or able to obtain upon hire
• Bachelors Degree or equivalent experience

ThePurposeof Your Role

The Team Leader provides oversight and leadership to their team as well as thought leadership to the organization help drive incremental value to our participants and the WPA organization. The right candidate will provide subject matter expertise to our strategy teams as well as local regional leadership and representation.

TheSkillsYou Bring

• Your experience leading teams in sales or customer service
• Your ability to motivate associates to grow and stretch themselves
• Your ability to present and implement new ideas and execute flawlessly against organizational strategy
• Your coaching and development skills presentation skills and ability to motivate associates
• Your experience with regulatory and compliance practices and rules
• Your excellent verbal and written communication skills

Note: Fidelity is not providing immigration sponsorship for this position.

TheValueYou Deliver

• Leading initiatives to drive lifetime relationships to Fidelity
• Demonstrating Consultative Selling Skills
• Growing Fidelitys brand recognition with our participants

How Your WorkImpactsthe Organization

WPA is responsible for growing lifetime relationships specifically expanding participants relationships with Fidelity to include both employer-sponsored and personal assets. WPA is tasked with providing needs-based solutions to our participants based on their specific needs and ensuring better financial outcomes for all Fidelity customers.

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.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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