Retirement Planner Associate
2 weeks 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).
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