Workplace Planning Consultant I - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: February 24, 2021
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Job Description:
Job Description:Workplace Planning Consultant I"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?We believe your
knowledge and expertise of workplace products helps you gain trust
with our 401(k) plan participants. We know you will inspire
participant dedication and engagement to develop long-lasting
positive relationships with Fidelity.Join a team that's an industry
leader in innovation and invests in you with key product and
service offerings, groundbreaking technology, and a world-class
investment platform. We empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients. Your desire to grow and learn within the industry will
open the door to a career path full of professional rewards.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
(paid training & support provided)* Broad based knowledge and
understanding of general financial planning concepts, including
managed solutions* Demonstrated customer service, relationship
management and sales skillsThe Purpose of Your RoleAs 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. 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.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 extraordinary interpersonal and
communication skills will allow you to understand a participant's
situation and provide appropriate solutions and next steps in a
single interactionOur Investments in YouWe believe it is important
to approach life holistically. Fidelity's greatest advantage is our
people so our benefit programs are designed to help you and your
loved ones strike the right balance. Sound too good to be true? See
for yourself and learn more about our benefits offerings:* Click to
hear from a few of our associates about the outstanding benefits
Fidelity offers: Benefits at Fidelity Investments* Click here for a
story about how we are helping our employee's payback their student
loan debtThe Value You Deliver* Provide 401(k) plan participants
with retirement planning and investment advice* Build lifetime
relationships across Fidelity by understanding the participant's
holistic financial need* Engage and educate participants on a broad
range of plan benefits* Resolving needs of the participants to
ensure a positive experienceHow Your Work Impacts the
OrganizationThis role is part of Fidelity's Workplace Planning and
Advice group. The group operates within our Personal Investing
business unit. 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.We believe in being #DifferentTogether. Fidelity'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 who come together to create a positive and inclusive
workplace for all employees.We are proud of our diverse and
inclusive workplace where we respect and value our associates for
their unique perspectives and experiences.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.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at or , prompt 2, option 2 if
you would like to request an accommodation.
Keywords: Fidelity Investments, Covington , Workplace Planning Consultant I - Covington, KY, Professions , Covington, Kentucky
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