CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Workplace Planning Consultant I - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: September 12, 2020

Job Description:

Job Description:This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.As a Workplace Planning Consultant I, you will be focused on 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.Relocation assistance may be available for those who meet eligibility requirements.The Expertise We're Looking For* College degree preferred* Financial services experience* FINRA Series 7 essential, 63 or 66 preferredThe Purpose of Your RoleYou 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 Skills You Bring* You have superb relationship and customer experience excellence* Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare you for this role* Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interactionThe Value You Deliver* Uncovering and identifying the needs while providing guidance on asset-related decision-making* 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 experienceHow Your Work Impacts the OrganizationThe Workplace Planning Consultant is part of Fidelity's Workplace Planning and Advice group. 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.Certifications:Series 07 - FINRA, Series 66 - FINRACompany OverviewAt 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Covington , Workplace Planning Consultant I - Covington, KY, Professions , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Auto Technician - Immediate Opening
Description: Geared for the Driven During these uncertain times of COVID-19, Valvoline Instant Oil Change SM VIOC is proud to serve those who need to be on the road, including first responders and medical workers (more...)
Company: Valvoline Instant Oil Change
Location: Covington
Posted on: 09/25/2020

Owner Operator Truck Driver
Description: Ascent Global Logistics is looking for Owner Operators If you want to make a lot of money driving for one of the best transportation companies in the US, then WE WANT YOU
Company: Ascent Global Logistics
Location: Fairfield
Posted on: 09/25/2020

Class B Truck Drivers
Description: Call 844 312-8884 to speak to someone today or Apply Online Below Class B Truck Drivers near Hebron, KY Drive Dedicated with XPO Logistics Love daily home time you can predict Then we need to talk (more...)
Company: XPO Logistics
Location: Covington
Posted on: 09/25/2020


Part Time Retail Inventory Associate - Zone 250 - Middletown, OH
Description: br br Zone Starting Wage - 12.00/hour br br Here at RGIS you count Businesses make critical decisions based on their inventories and rely on RGIS to ensure that they are done accurately (more...)
Company: RGIS
Location: Middletown
Posted on: 09/25/2020

Warehouse Associate
Description: Job DescriptionWarehouse associates are an essential part of The Home Depot s
Company: Home Depot
Location: Covington
Posted on: 09/25/2020

CDL Tanker technician driver
Description: C K Industrial Services is seeking Technicians with a CDL license for work out of our Fairfield, OH office. C K has a diverse customer base with a variety of work for those interested in growth opportunities. (more...)
Company: C & K Industrial
Location: Fairfield
Posted on: 09/25/2020

Amazon Seasonal Full-time Warehouse Operator Bonus + Benefits (Hebron)
Description: Seasonal Full-time Warehouse Team Member - 1000 sign-on bonus br br Hourly pay rate: Earn 15 - 16.15, plus a 1,000 sign-on bonus. br Limited-time opportunity. br br Location: br Hebron (more...)
Company: Amazon Workforce Staffing
Location: Covington
Posted on: 09/25/2020

OTR Company Driver
Description: We're looking for safe drivers with Great communication. We also have all late model equipment, top industry pay with miles to match Dedicated
Company: Blitz Express
Location: Fairfield
Posted on: 09/25/2020

CDL-A Experienced Truck Driver: HOME DAILY
Description: Job Description: 10 10 LIMITED TIME U.S. Xpress is offering NEW
Company: U.S.Xpress
Location: Middletown
Posted on: 09/25/2020

CDL-A Experienced Team Truck Driver: HOME WEEKLY!
Description: Job Description: 10 10 LIMITED TIME Dedicated Openings for CDL A Team Drivers NEW 30,000 SIGN
Company: U.S.Xpress
Location: Middletown
Posted on: 09/25/2020

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds