Workplace Planning Consultant I - Westlake, TX

Company: Fidelity Investments
Location: Fort Worth
Posted on: August 6, 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.Many of our associates are continuing to work remotely temporarily due to COVID-19. 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 .
      
      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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Accounting Manager, Billing and Posting Clerk, and Financial Analyst and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Fort Worth , Workplace Planning Consultant I - Westlake, TX, Professions , Fort Worth, Texas