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Retirement Planner
4 months ago
Put your expertise in retirement planning to work every day
The ExpertiseWe're Looking For
- Series 7 & Series 63 licenses required
- Series 66 required within 90 days of hire
- 2+ years of experience in a customer service or sales role preferred
- Knowledge of tax exempt retirement products and services highly desirable
- Previous phone center experience preferred
- Demonstrated ability to deliver exceptional customer results
The Purposeof Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The SkillsYou Bring
- Your comprehensive understanding of the current market, economy, & economic trends
- Your robust consultative, influencing and communication skills
- Proven capability to be proactive and demonstrate initiative
- Strong time management and prioritization skills
- Your receptiveness to feedback and willingness to adapt to change
The ValueYou Deliver
- Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy
- Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs
- Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
- Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
- Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
- Understanding and articulating Fidelity Viewpoints to provide general education to clients
- Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
How Your Work Impactsthe Organization
The Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany 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 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.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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
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 , or by calling , prompt 2, option 3.
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