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Workplace Planning Consultant I - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: July 29, 2022

Job Description:

Job Description:Workplace Planning ConsultantThePurpose of Your RoleAs a Workplace Planning Consultant, you will bepassionate abouthelping 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 DeliverProvide 401(k) plan participants with retirement planning and investment adviceEngage and educate participants on a broad range of plan benefitsResolving needs of the participants to ensure a positive experienceThe Expertise We're Looking ForFINRA Series 7 requiredFINRA Series 63 and 65 or Series 66 licensedorability to acquire upon hireBroad based knowledge and understanding of general financial planning concepts, including managed solutionsDemonstrated customer serviceandrelationship management skillsAbility to uncover customer needs, align appropriate solutions, and provide next stepsThe Skills You BringYou have superb relationship and customerserviceexperienceYour financial acumen and knowledge of the financial services market, economy and industry trends will prepareyoufor this roleYouroutstandinginterpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interactionOurInvestmentsin YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance.Safety is our top priority. 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. Regularparticipation at our on-location sites is an important part of our culture. Please be mindful ofcommutingdistance when considering applying.Learn More:Dynamic WorkingCertifications:Series 07 - FINRA, Series 66 - 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-95116063-1bb3-4221-a6b5-0ae78c3fb05c

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

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