Workplace Planning Consultant I - Jacksonville, FL
Company: Fidelity Investments
Location: Starke
Posted on: May 14, 2022
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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 Investments
Is 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.
Relocation assistance may be available for those who meet
eligibility requirements. 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 skills The
Purpose of Your Role 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.
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 interaction Our Investments in You We
believe it is important to approach life holistically. Fidelity---s
greatest advantage is our people so our benefit programs(opens in a
new tab) 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: We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements Click to hear from a few of our associates
about the outstanding benefits Fidelity offers: Benefits at
Fidelity Investments(opens in a new tab) Click here for a story
about how we are helping our employee---s payback their student
loan debt(opens in a new tab) The 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 experience How Your Work
Impacts the Organization This 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. COVID work policy Safety 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 pandemic Our 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 Working
Certifications: Series 07 - FINRA, Series 63 - FINRA Company
Overview Fidelity 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 Us At 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. As a result of COVID-19, many of our associates
are continuing to work remotely. 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 to accommodations fmr.com , or by calling 800-835-5099,
prompt 2, option 2. We welcome those with experience in jobs such
as Sales Manager, Business Development Representative, and
Advertising Sales Manager and others in the Sales to apply.
Keywords: Fidelity Investments, Gainesville , Workplace Planning Consultant I - Jacksonville, FL, Professions , Starke, Florida
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