The Workplace Planning Consultant is part of Fidelity's Workplace Planning and Advice group. This group operates within our Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. A career at Fidelity means you'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.
The Expertise you have
College degree preferred
Financial services experience
FINRA Series 7 essential, 63 or 66 preferred
The Skills You Bring
Proven relationship and customer experience excellence
Outstanding interpersonal and communication skills
Financial acumen and knowledge of the financial services market, economy and industry trends
Effective time management and execution skills
Ability to understand a participant's situation and provide appropriate solutions and next steps in a single interaction
The Value You Deliver
Uncovering and identifying the needs of the participant while providing guidance on asset-related decision making by leveraging digital support tools
Advocating for healthy savings habits
Introducing digital relationship options so the participant can maintain and monitor their accounts
Resolving needs of the participant to ensure a positive experience
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer
Internal Number: 4976655
About Fidelity Investments-US
eFinancialCareers is a career site specializing in financial services.
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