Workplace Planning Consultant I - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: June 23, 2022
|
|
Job Description:
Job Description:Workplace Planning Consultant - - -The -Purpose
of Your Role -As a Workplace Planning Consultant, you will be
-passionate about -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 Value You Deliver
-
Company 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 , 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 "."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 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Field Sales, Sales
Professional, and Account Executive and others in the Sales to
apply.
Keywords: Fidelity Investments, Covington , Workplace Planning Consultant I - Covington, KY, Professions , Covington, Kentucky
Click
here to apply!
|