About this role
Planning and Advice Associate - Greenwood Village, CO at Fmr. Location: Greenwood Village, Colorado, United States. Role: guiding clients, handling calls, setting appointments Requirements: Provide consultative planning and advice via inbound/outbound calls, guide clients using planning tools, complete FINRA SIE/Series 7/Series 66 upon hire; strong communication and client relationship skills. Category: Sales Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English