Team Leader, Workplace Planning and Advice
Company: Fidelity Investments
Location: Covington
Posted on: July 29, 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 ForPrevious management experience in
financial services and/or previous experience in a competitive
environmentSales management and/or financial planning experience
preferredSeries 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 BringYour outstanding mentoring and
leadership skills, and ability to engage and motivate othersYour
ability to effectively coach others, helping build critical skills
that allow associates to achieve their full potentialYour
relationship expertise, leading with empathy and enhancing team
cohesionYour passion and knowledge of Fidelity's planning and
advice offering; a planning and competitive mindsetYour 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 achievementsClick to
hear from a few of our associates about the outstanding benefits
Fidelity offers: Benefits at Fidelity InvestmentsThe Value You
DeliverMotivate, 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 sensitivityPartner frequently with peers
locally and nationally to maintain a culture of collaboration and
success, while working to achieve the WPA missionPartner with
associates to build personalized plans that support their
development towards career goalsReview salesforce dashboards and
coach to practice management standards to drive associate execution
of tasks and opportunitiesBy 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.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
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 toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-93143fb0-7488-4259-985e-c834d2b8adf3
Keywords: Fidelity Investments, Covington , Team Leader, Workplace Planning and Advice, Hospitality & Tourism , Covington, Kentucky
Click
here to apply!
|