Workplace Planning Consultant I - Covington, KY
Company: Fidelity Investments
Location: Springfield
Posted on: May 9, 2022
|
|
Job Description:
Job Description: Workplace Planning Consultant The Purpose of
Your Role As a Workplace Planning Consultant, you will be
passionate about helping our participants achieve better financial
outcomes by engaging in consultative conversations about their
workplace 401(k) plans and retail account options over the phone.
You will provide planning and advice on a wide range of topics,
including 401(k) plan enrollments, distribution options, account
consolidation options, investment strategies, and retirement
readiness. By using digital resources and support tools, you will
recognize and present guidance on a plan that best meets the
participant---s investment goals. The Value You Deliver Provide
401(k) plan participants with retirement planning and investment
advice Engage and educate participants on a broad range of plan
benefits Resolving needs of the participants to ensure a positive
experience The Expertise We---re Looking For FINRA Series 7
required FINRA Series 63 and 65 or Series 66 licensed or ability to
acquire upon hire Broad based knowledge and understanding of
general financial planning concepts, including managed solutions
Demonstrated customer service and relationship management skills
Ability to uncover customer needs, align appropriate solutions, and
provide next steps ? The Skills You Bring You have superb
relationship and customer service experience Your financial acumen
and knowledge of the financial services market, economy and
industry trends will prepare you for this role Your outstanding
interpersonal and communication skills will allow you to understand
a participant's situation and provide appropriate solutions and
next steps in a single interaction Our Investments in You
Fidelity---s greatest advantage is our people, and we believe it is
important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our? benefit programs?are designed to
help you and your family strike the right balance. Safety is our
top priority. 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. Regular participation
at our on-location sites is an important part of our culture.
Please be mindful of commuting distance when considering applying.
Learn More: ?? Dynamic Working Certifications: Series 07 - FINRA,
Series 66 - FINRA Company Overview Fidelity 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 Us At 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 Outside Sales
Representative, Customer Account Manager, and Senior Account
Executive and others in the Sales to apply.
Keywords: Fidelity Investments, Springfield , Workplace Planning Consultant I - Covington, KY, Professions , Springfield, Ohio
Click
here to apply!
|