![Fidelity Investments](https://media.trabajo.org/img/noimg.jpg)
Retirement Planner Associate
1 month ago
We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.
The Expertise We're Looking For
- A college degree is encouraged yet not required
- Customer service, sales, phone or financial services experience will prepare you for this role
- Banking, insurance, or financial experience is a great addition to your experience
- Series 7 license is to be obtained within three months of hire
- Series 63 license within 90 days of passing the Series 7exam
The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.
The Skills You Bring
- Superb interpersonal, customer interaction, and communication skills
- An aptitude for sales to dedicatedly identify leads
- Consistent attention to detail and prioritization ability
- Computer literacy having worked with multiple applications in the past
- You are developing rapport with Fidelity's non-profit and public sector clients daily
- You will directly impact TEM opportunities by identifying needs
- You will learn how to handle a book of business while working closely with the Participant Engagement team.
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience.
How Your Work Impacts the Organization
You will be an instrumental partner to individuals and families planning for retirement.
You'll play a meaningful role in promoting customer dedication.
You will dedicatedly work with business partners and team members to understand the relevant details of your client's needs and goals.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
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).
-
Project Planner
3 weeks ago
Roanoke, United States City of Roanoke, Virginia Full timeThe City of Roanoke is looking for a dynamic Senior Planner to assist the public with land use and development processes to facilitate comprehensive customer service through project management. The ideal candidate for Senior Planner/Project Manager has excellent communication and interpersonal skills, demonstrates proficiency in the application of land use...
-
Financial Planner, Centralized Planning Group
3 weeks ago
Roanoke, United States Charles Schwab Full timePosition Type: Regular Your opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor...
-
Sales Analyst
3 weeks ago
Roanoke, United States Retirement Unlimited Full timeDescription Retirement Unlimited, Inc., a premier provider of Residential Living, Assisted Living, and Memory Care is seeking a Sales Analyst to join the team! Sales Analysts will collaborate with cross-functional teams to define key performance indicators, develop predictive models, and drive data-driven decision-making across the organization. The analyst...
-
Sales Analyst
2 months ago
Roanoke, United States Retirement Unlimited Full timeDescription Retirement Unlimited, Inc., a premier provider of Residential Living, Assisted Living, and Memory Care is seeking a Sales Analystto join the team! Sales Analysts will collaborate with cross-functional teams to define key performance indicators, develop predictive models, and drive data-driven decision-making across the organization. The analyst...
-
Inventory Solutions Associate
2 weeks ago
Roanoke, United States StarCityGames.com Full time**Inventory Solutions Associate** Sales Roanoke, Virginia Minimum Experience **Entry-level** Compensation **13.00/hr.** Star City Games is looking to add an Inventory Solutions Associate to our team! The Inventory Solutions Associate is responsible for executing large-scale sorting projects and card processing. The associate utilizes Excel to search bulk...
-
Warehouse Associate
1 month ago
Roanoke, United States Ostrom Electrical Plumbing Heating & Air Full timeJob DescriptionJob DescriptionJob DescriptionWarehouse Associate As our warehouse Associate, you will work as part of a dynamic and passionate team to support our electrical, plumbing, heating, and air conditioning service business. ResponsibilitiesRecord and maintain inventory levels.Truck inventory replenishment, process, and accountability.Maintain a...
-
Sales Associate
3 weeks ago
Roanoke, United States Hudson Group Full timeTitle:Sales Associate Location:Roanoke-Blacksburg Regional Airport * Contributing to achieving store goals using their customer service and product knowledge skills. Sales Associates are responsible for delivering the highest of Customer Service standards that exceed customer expectations, and act as ambassadors of the brand, ensuring that all customers have...
-
Multi Functional Manufacturing Planner Asc Mgr
4 weeks ago
Roanoke, United States Lockheed Martin Corporation Full timeJob ID: 668507BR Date posted: Jul. 02, 2024 Description: Manages the planning, scheduling, and routing of inbound and outbound domestic and international shipments of freight. Responsible for coordinating subordinate employee recruitment, selection and training, performance assessment, work assignments, salary, and recognition/disciplinary actions....
-
Specialty Sales Associate
2 months ago
Roanoke, United States Hudson Group Full timeTitle:Specialty Sales Associate Location:Roanoke-Blacksburg Regional Airport * Contributing to achieving store goals using their customer service and product knowledge skills. Specialty Sales Associates are responsible for delivering the highest of Customer Service standards that exceed customer expectations, and act as ambassadors of the brand, ensuring...
-
Traveling Associate Dentist
1 month ago
Roanoke, United States Benevis Full timeOverview Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Traveling Associate Dentist
2 weeks ago
Roanoke, United States Spencer Dental & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Traveling Associate Dentist
1 month ago
Roanoke, United States Spencer Dental & Braces - a Benevis company Full timeOverview: Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Retail Warehouse Associate
6 days ago
Roanoke, United States Best Buy Full timeAs a Retail Warehouse Associate, you'll be part of an energetic and efficient team that's dedicated to delivering tech products from the store's warehouse to our customers when, where and how they need them. You'll retrieve and ship products, restock shelves and take inventory to ensure a great shopping experience. When the situation calls...
-
Retail Warehouse Associate
7 days ago
Roanoke, United States Best Buy Full timeAs a Retail Warehouse Associate, you'll be part of an energetic and efficient team that's dedicated to delivering tech products from the store's warehouse to our customers when, where and how they need them. You'll retrieve and ship products, restock shelves and take inventory to ensure a great shopping experience. When the situation calls for it, you'll...
-
Traveling Associate Dentist
3 weeks ago
Roanoke, VA, United States Spencer Dental & Braces - a Benevis company Full timeAt Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. With over 3000 employees in offices across the country from clinical to support staff - we are united in our mission to create happy, healthy smiles through providing high quality dental care to...
-
Traveling Associate Dentist
7 days ago
Roanoke, VA, United States Spencer Dental & Braces - a Benevis company Full timeAt Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. With over 3000 employees in offices across the country from clinical to support staff - we are united in our mission to create happy, healthy smiles through providing high quality dental care to...
-
Traveling Associate Dentist
1 week ago
Roanoke, VA, United States Spencer Dental & Braces - a Benevis company Full timeAt Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. With over 3000 employees in offices across the country from clinical to support staff - we are united in our mission to create happy, healthy smiles through providing high quality dental care to...
-
Part-Time Associate Dentist
1 week ago
Roanoke, United States Benevis Full timeOverview Work for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do! With over 3000 employees in offices across the country from...
-
Clean Associate
2 months ago
Roanoke, United States SMS Holdings Full timeJob DescriptionJOB SUMMARY This role will provide a high level of visibility at the street level to carry out a wide variety of tasks to improve the overall appearance of the service district they are assigned to. ESSENTIAL FUNCTIONS * MANUAL LITTER COLLECTION - circulate through assigned work zone with a rolling can containing supplies and tools to take...
-
Customer Experience Associate
4 weeks ago
Roanoke, United States Hertz Full timeThe Customer Experience Specialist provides customer service that is above and beyond for customer satisfaction and retention creating a culture of empowerment for employees to provide excellent customer service. Responsible for first contact resolution and the customer interaction experience within the location. Immediately handles and resolves customer...