Planning Consultant – Lone Tree, CO

Fidelity — Lone Tree, Douglas County
Full-Time May 1, 2026
$66,000 - $125,000/year
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About This Position

Job Description: Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. The Expe…

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Job Details

Company
Fidelity
Location
Lone Tree, Douglas County
Type
Full-Time
Salary
$66,000 - $125,000/year
Posted
01/05/2026
Quick Apply

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