Greenwood Village, Colorado, United States · Hybrid
$48k–$50k/yr
Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations…
Skills: Client Relationship Management, Consultative Selling, Customer Engagement, Financial Services Knowledge, Retirement Planning
Greenwood Village, Colorado, United States · Hybrid
$50k–$60k/yr
About K3 K3 is a Managed Services Provider (MSP), but that label only tells part of the story. We operate as a business advisory firm that executes technology. We help SMB owners and executives run safer, more efficient …
Skills: Outbound Sales, Lead Generation, Cold Calling, Pipeline Management, CRM Management
Greenwood Village, Colorado, United States · On-site
$59k–$93k/yr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property Management, Financial Reporting, Budgeting, Leasing Strategies, Staff Supervision
Greenwood Village, Colorado, United States · On-site
$95k–$100k/yr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Property Management, Financial Budgeting, Lease Enforcement, Marketing Strategy, Customer Service
Greenwood Village, Colorado, United States · On-site
$44k–$60k/yr
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only en…
Skills: Consultative Selling, Data Analysis, Relationship Building, Lead Generation, Problem Solving
Greenwood Village, Colorado, United States · On-site
$32k–$80k/yr
Benefits: Health insurance Paid time off Vision insurance 401(k) 401(k) matching Dental insurance Employee discounts Genesis Health clubs is currently seeking FITNESS ADVISORS to assist in the financial growth and succes…
Skills: Sales, Prospecting, Member Retention, Teamwork, Self-motivation
Greenwood Village, Colorado, United States · On-site
$45k–$80k/yr
We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional growth. Established in 1981, Orient Express Container (OEC) Group is one of the top freight forwarders in the transpor…
Skills: Sales, Freight Forwarding, Logistics, Communication, Problem Solving
Greenwood Village, Colorado, United States · On-site
$80k–$120k/yr
We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional growth. Established in 1981, Orient Express Container (OEC) Group is one of the top freight forwarders in the transpor…
Skills: Sales, Logistics, Freight Forwarding, Customer Service, Prospecting
Greenwood Village, Colorado, United States · On-site
$250k–$450k/yr
The General Manager position is the leader of an AutoNation store, overseeing New and Used Sales, Financial Services, and After-Sales, which includes Service, Parts and Collision. This role drives the performance of the …
Skills: Leadership, Strategic Thinking, People Development, Financial Acumen, Customer Experience Management
Greenwood Village, Colorado, United States · On-site
$19/hr–$20/hr
Rocky Mountain BU - Region 08 - Market 04: 7701 E Orchard Rd, Greenwood Village, Colorado 80111 Shift Availability Flexible (Days, Evenings, Overnights + Weekends) Time Type Full time Minimum Qualifications The minimum q…
Skills: Leadership, Staff Training, Recruitment, Inventory Control, Cash Management
Greenwood Village, Colorado, United States · On-site
$16/hr–$17/hr
Your Impact at Lowe's As a Lowe's cashier, you'll ensure every customer exits Lowe's on a high note. Your work helps our stores positively serve our customers and communities by providing a quick, friendly checkout exper…
Skills: Cash Handling, Customer Service, Point Of Sale, Basic Arithmetic, Computer Literacy
Greenwood Village, Colorado, United States · On-site
$16/hr–$17/hr
Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent role for…
Skills: Customer Service, Retail Sales, Inventory Management, Basic Arithmetic, Computer Literacy
Greenwood Village, Colorado, United States · On-site
$5k–$10k/mo
The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashio…
Skills: Communication, Interpersonal Skills, Sales, Customer Service, Consultative Selling
Greenwood Village, Colorado, United States · On-site
$21/hr–$23/hr
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Leasing, Property Management Software, Marketing Strategy, Sales, Customer Service
Greenwood Village, Colorado, United States · On-site
Stop building someone else's dream. Love your community? Get paid to highlight it. Combine local passion with a multi-channel advertising powerhouse. Your Role: Consult: Conduct in-person meetings with local business own…
Skills: Negotiating, Closing, Digital Advertising, Print Advertising, Branding
Greenwood Village, Colorado, United States · Remote OK
$80k–$140k/yr
SENIOR SOLUTIONS CONSULTANT Quandary Consulting Group Remote | United States | Full-Time ABOUT QUANDARY Quandary Consulting Group is a Denver-based technology consulting firm that helps organizations move faster by solvi…
Skills: Client Discovery, Solution Design, Pre-sales Scoping, JavaScript, API Integration
Greenwood Village, Colorado, United States · On-site
Build a Career That Builds Your Future — with PulteGroup! Welcome to PulteGroup where we believe in building more than just homes—we believe in building inspired employees, meaningful careers, and a legacy of excellence.…
Skills: Sales Closing, Lead Generation, Customer Relationship Management, Realtor Relationship Building, Presentation Skills
Greenwood Village, Colorado, United States · On-site
$42k–$69k/yr
Application Deadline: 07/20/2026 Address: 6455 S. Yosemite St. Job Family Group: Commercial Sales & Service Develops a high profile for BMO within an assigned territory to create an effective internal and external networ…
Skills: Business Banking, Consultative Sales, Credit Analysis, Relationship Management, Portfolio Management
Greenwood Village, Colorado, United States · On-site
$3k–$8k/mo
The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashio…
Skills: Communication, Interpersonal Skills, Sales, Customer Service, Consultative Selling
Greenwood Village, Colorado, United States · On-site
$140k–$160k/yr
It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything w…
Skills: Business Development, Credit Analysis, Business Finance, Networking, Financial Statement Analysis
Greenwood Village, Colorado, United States • Hybrid
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Serve as a trusted partner for investment customers by providing guidance on retirement and investment needs through inbound and outbound conversations. Guide clients using planning tools and research while coordinating with business partners to set targeted planning appointments.
Requires strong consultative experience and an interest in financial services and retirement planning. Candidates must have the aptitude to complete FINRA SIE, Series 7, and Series 66 certifications upon hire.
Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
Guide clients using Fidelity’s planning tools, research, and investment solutions.
Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
Discuss market trends, investment concepts, and financial planning strategies.
Manage and prioritize your day using Salesforce and internal systems.
Strong client relationship and consultative experience.
Experience with inbound/outbound warm leads and customer engagement.
Interest or knowledge in financial services and retirement planning.
Strong communication, technology, and time‑management skills.
Ability and flexibility to work in a “hybrid” work setting, both at home and in office.
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Paid support to obtain SIE, Series 7, and Series 66.
Tuition reimbursement available for future credentials.
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our
employee’s payback their student loan debt (opens in a new tab)
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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 Fidelity’s 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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
There are currently 107 open sales positions in Greenwood Village, CO listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Greystar, BMO, AutoNation, Audacy, Inc., Brown & Brown Insurance, among others. Browse the listings above to see every active employer.
Yes — 21 of the 107 open sales positions offer remote or hybrid work (7 remote, 14 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
