Team Leader, Workplace Planning and Advice
Company: Fidelity Investments
Location: Springfield
Posted on: May 12, 2022
Job Description:
Job Description:Team Leader, Workplace Planning and
Advice"Fidelity believes in, and is committed to, fair and
consistent treatment for every associate and customer, and to
creating a safe and respectful environment, in which everyone is
treated with kindness, compassion and respect." Abby Johnson -
Chairman & CEO Fidelity InvestmentsIs it time to explore new
challenges in your career?At Fidelity, we help our clients and our
associates achieve success through relationships built on effective
planning and advice. With a focus on employee development and
collaboration, as a Team Leader in our Regional Center, you'll have
the resources at your disposal to succeed on each count.The
Expertise We're Looking For
- Previous management experience in financial services and/or
previous experience in a competitive environment
- Sales management and/or financial planning experience
preferred
- Series 7 and 66 or 63/65 are required, 9/10 licenses preferred
or able to obtain upon hireThe Purpose of Your RoleWorkplace
Planning and Advice (WPA) Mission: Inspire better futures for
workplace clients through deeper financial planning, in-plan advice
and highly motivated, diverse associates working together.The Team
Leader in Workplace Planning and Advice will have the opportunity
to develop their leadership and management skills in an
employee-fueled, customer-obsessed, results-oriented culture. You
will lead a group of associates who engage Workplace participants
with inbound and outbound phone calls, by utilizing consultative
strategies and techniques to discuss investment goals and
solutions.The Skills You Bring
- Your outstanding mentoring and leadership skills, and ability
to engage and motivate others
- Your ability to effectively coach others, helping build
critical skills that allow associates to achieve their full
potential
- Your relationship expertise, leading with empathy and enhancing
team cohesion
- Your passion and knowledge of Fidelity's planning and advice
offering; a planning and competitive mindset
- Your experience with regulatory and compliance practices and
rulesThe Support You ReceiveWe want to ensure your success as you
take on this new leadership role and have everything you need
beginning day one. New leaders will go through an onboarding
program focused on giving leaders the skills needed prior to
leading their team and will also receive continued development
throughout their leadership career.Our Investments in YouWe believe
it is important to approach life holistically. Our benefit programs
are designed to assist you and your loved ones strike the perfect
balance. Sound too good to be true? See for yourself and learn more
about our benefits offerings:
- We offer a competitive total rewards package, including a
stable base salary, to recognize associate achievements
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
InvestmentsThe Value You Deliver
- Motivate, inspire, and engage associates, while creating an
environment that your team is as excited to be a part of as you
are.
- Coach, teach, and drive excellence in behaviors and results
that span areas such as advice interactions, customer relationship
building, balanced quality interactions, consultative strategies
and solutions, and plan sensitivity
- Partner frequently with peers locally and nationally to
maintain a culture of collaboration and success, while working to
achieve the WPA mission
- Partner with associates to build personalized plans that
support their development towards career goals
- Review salesforce dashboards and coach to practice management
standards to drive associate execution of tasks and
opportunities
- By providing value to plan participants we deepen our
relationship with plan sponsors to ensure we are the recordkeeper
of choiceWe believe in being #Different TogetherFidelity's nine
affinity groups are self-organized groups of employees with common
interests in areas such as race, ethnicity, gender or sexual
orientation, or who share similar interests based on similar sets
of experiences such as military service, women's leadership or
environmental sustainability, who come together to create a
positive, inclusive workplace for all employees.We continuously
strive for a diverse and inclusive workplace where we respect and
value our associates for their unique perspectives and
experiences.#PIRCLeaderCOVID work policySafety is our top priority,
so this role will be fully remote for the short term. Once we can
be together in person with fewer safety measures, this role will
move to our dynamic working approach. You'll be spending some of
your time onsite depending on the nature and needs of your
role.Dynamic working - post pandemicOur aim is to combine the best
of working offsite with coming together in person. For most teams
this means a consistent balance of working from home and office
that supports the needs of your role, experience level, and working
style.Your success and growth is important to us, so you'll want to
enjoy the benefits of coming together in person - face to face
learning and training, quality time with your manager and
teammates, building your career network, making friends, and taking
full advantage of cultural and social experiences Fidelity provides
for you.Learn More: Dynamic WorkingCertifications:Series 07 -
FINRACompany OverviewFidelity Investments is a privately held
company with a mission to strengthen the financial well-being of
our clients. We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees' Choice Award, we have been
recognized by our employees as a Best Place to Work in 2022. And
you don't need a finance background to succeed at Fidelity-we offer
a range of opportunities for learning so you can build the career
you've always imagined.As a result of COVID-19, many of our
associates are continuing to work remotely. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working." We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Leave of
Absence/Accommodation Team by sending an email to accommodations
@fmr.com, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Marketing Manager,
Marketing Intern, and Marketing Coordinator and others in the
Marketing, Advertising and PR to apply.
Keywords: Fidelity Investments, Springfield , Team Leader, Workplace Planning and Advice, Hospitality & Tourism , Springfield, Ohio
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