Planning associate

Job Description : Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier 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.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

What to expect As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

You will connect with our clients to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

As you develop relationship building and industry expertise, you’ll advance to taking consultative inbound calls from current customers.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients.

Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance and to get the results you are striving toward.

You are Learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.

Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering customer calls so you can discover advanced planning roles to further your career.

The Skills You BringOutstanding customer relations experience as well as an understanding of a sales process, including customer calling and working with warm leadsKnowledge or experience in sales or the consultative relationship processDemonstrate accountability and a goal-oriented mindset Natural curiosity and demonstrated success in asking deeper questions to fully understand the client’s situation Ability and flexibility to work in a hybrid work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAptitude to complete FINRA SIE, Series 7 and Series 66 upon hireThe Value You DeliverLearn book-management skills and effectively handle leads while utilizing tools i.

e. SalesforceBuild rapport and open a conversation with Fidelity clients through profiling and utilizing consultative skills during client interactionsIntroduce 401(k) participants to business partners to have appropriate Investment Solutions conversationsSet up targeted appointments while identifying opportunities to address client needs related to products and servicesOur Investments in YouOur benefit programs ( opens in new link) are crafted to help you and your loved ones strike the perfect balance.

Here are a few featured benefits (not all benefits are listed) : Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

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 (opens in a new tab)Click here for a local news story about how we are helping our employee’s payback their student loan debt (opens in a new tab)Certifications : You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 Required to obtain within the first 3.

5 monthsLearn More : Dynamic Working (opens in a new tab)Certifications : 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.

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 top 10 Best Place to Work in 2024.

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.

At Fidelity, 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 .

Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.

These requirements are subject to change.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.

com, or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Customer Account Manager, Territory Sales Professional, and Senior Account Manager and others in the Sales to apply.

Last updated : 2024-02-27