Fidelity Workplace Planning Career Advancement Specialist
6 days ago
Fidelity Investments, a leading provider of financial services, is seeking an experienced Workplace Planning Associate to join its team. As a key member of the organization, you will play a crucial role in supporting clients with their financial goals and objectives.
In this exciting opportunity, you will have the chance to develop your skills and knowledge in workplace planning and advice. You will work closely with clients to understand their needs and provide personalized solutions to help them achieve their financial goals. With Fidelity's comprehensive training program, you will gain the expertise and confidence to succeed in this role.
The ideal candidate will possess excellent communication and interpersonal skills, as well as a strong understanding of sales processes and customer relations. Previous experience in sales or consultative roles is highly desirable, but not essential. What's more important is your ability to build rapport with clients and deliver exceptional service.
As a Workplace Planning Associate, you can expect a competitive salary of around $65,000 per annum, plus benefits and opportunities for career advancement. Our benefit programs are designed to support your physical and mental well-being, as well as your financial security. We offer a range of perks, including health insurance, dental insurance, vision insurance, disability insurance, paid time off, commuter benefits, backup dependent care, charitable matching, concierge services, wellness programs, and fitness reimbursement.
If you're looking for a challenging and rewarding career that offers opportunities for growth and development, we encourage you to apply. 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 undergo a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, which 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.
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