Workplace Planning Consultant I - Westlake, TX
Company: Fidelity Investments
Location: Fort Worth
Posted on: May 16, 2022
|
|
Job Description:
Job Description: Workplace Planning Consultant The Purpose of
Your Role As a Workplace Planning Consultant, you bring your
passion to help 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
start your journey in our multi-stage development program to a
career in planning and advice. Engaging inactive and active 401(k)
participants to introduce them to our services and guide them
through all their available options. You'll connect with our
clients to build effective relationships through inbound calls,
assisting them with their retirement planning and service needs.
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. You will be supported in learning
the business and building skills in Fidelity's Relationship Model,
our planning culture and how to best leverage technology to help
our clients. Our top-quality training resources will ensure you
have all the answers you need to provide clients with the best
planning and advice - and to get the results you are striving
toward. 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 2. We welcome those with experience in jobs such
as Billing and Posting Clerk, Staff Accountant, and Controller and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Fort Worth , Workplace Planning Consultant I - Westlake, TX, Other , Fort Worth, Texas
Click
here to apply!
|