Fidelity Investments Representative

6 days ago


Roanoke, Virginia, United States Fidelity Investments Full time
Job Summary: We are seeking a skilled Workplace Planning Associate to join our team. This role involves connecting with clients, guiding participants, and introducing services. If you have strong communication skills, a goal-oriented mindset, and a passion for customer service, we encourage you to apply.

About Us: Fidelity Investments is a leading financial services company, committed to empowering our associates' professional growth and success. Our hybrid working model blends onsite and offsite work experiences, allowing you to balance work and personal life.

Key Responsibilities:
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  • Build effective relationships with clients through calling and engaging warm leads
  • Guide inactive and active 401(k) participants through all available options
  • Advance to consultative inbound calls from current customers


What We Offer: A competitive salary of $65,000 - $80,000 per year, based on location and experience, plus a comprehensive benefit program, including 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.

Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 certifications within the first 3.5 months.

Education: No finance background or college degree required. Prepped with our licensing roadmap, own your success by studying for exams at an individualized pace with dedication and commitment.

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