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Retirement Planner Associate

2 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

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\u00A0Expertise\u00A0We 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\u00A0Purpose\u00A0of Your Role

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\u00A0Skills\u00A0You 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

The\u00A0Value\u00A0You Deliver

  • 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\u00A0Impacts\u00A0the 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

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 top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelitys 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

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 .