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Remote Financial Advisor Trainee Jobs in Colorado

Fidelity Investments

VP, Advanced Planning

Aurora, CO · On-site +1

$118K - $226K/yr

... advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement ... The role is remote but does requires residing within commuting distance to an Investor Center or ...

RCLCO

Senior Associate, Accounting & Finance

Denver, CO · On-site +1

C. , Denver, or Remote . Because this role is new, responsibilities will evolve over time based on ... This position offers meaningful exposure to core accounting functions, FP&A, compliance, systems ...

Aprio

Estate Planning Attorney

Denver, CO · On-site +1

$150K - $175K/yr

Collaborate with financial advisors, accountants, and other professionals to create integrated ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Western Milling

Corporate Counsel

Boulder, CO · On-site +1

$90K - $125K/yr

Also has the potential to be fully remote if needed. Essential duties and responsibilities include ... Advise on UCC filings, liens, and secured transactions. * Support commercial and finance teams in ...

Viserion Grain

Corporate Counsel

Boulder, CO · On-site +1

$125K/yr

Also has the potential to be fully remote if needed. Responsibilities Essential duties and ... Advise on UCC filings, liens, and secured transactions. * Support commercial and finance teams in ...

Western Milling

Corporate Counsel

Boulder, CO · On-site +1

Also has the potential to be fully remote if needed. Responsibilities Essential duties and ... Advise on UCC filings, liens, and secured transactions. * Support commercial and finance teams in ...

LivaNova

Corporate Counsel (Director) - Remote

Denver, CO · Remote

$175K - $225K/yr

Monitor and advise on developments in U.S. and U.K. securities laws, sustainability disclosure ... Partner with finance, investor relations, and executive leadership on earnings releases, investor ...

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Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Colorado? For Remote Financial Advisor Trainee jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Colorado look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Colorado are:
Remote Financial Advisor Trainee jobs near you

VP, Advanced Planning

Fidelity Investments

Aurora, CO • On-site, Remote

$118K - $226K/yr

Full-time

Medical, Retirement, PTO

Re-posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity's high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
  • Bachelor's Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®
  • 13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
  • FINRA Series 7 and 66 obtained within 90-days of employment
  • Retirement, financial, investment, and insurance planning (required)
  • Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
  • Ability to create and review financial plans using tools such as eMoney
  • Experienced in working with business owners, start-ups/Pre IPO companies a plus
  • Works independently and able to lead an assigned territory to drive High Net Worth client engagements
  • Effectively coaches, develops, and applies junior team members
  • Thrives in a team environment to provide an exceptional client planning experience
  • Communicates complex subjects clearly and effectively
  • Emotional intelligence to successfully bond with and communicate with clients and their advisors
  • Possesses a solution-oriented, client-first work ethic
  • Works independently, balances tasks, and prioritizes work to maintain efficiency
  • Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes

Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity's advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client's unique financial goals and family dynamics
The base salary range for this position is $118,000-226,000 USD per year.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management

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