Career Opportunities Professional

2 days ago


Roanoke, Virginia, United States Fidelity Investments Full time
Company Overview: Fidelity Investments is a leading industry innovator, empowering professional growth, flexibility, and support. Our premier investment platform enables long-term success for both you and our clients.

Salary: $65,000 - $80,000 per year, based on location and experience.

Job Description: As a Workplace Planning Associate, you will connect with clients to build relationships, guide participants through options, and introduce them to services. You will advance to consultative calls, supported in learning the business and building skills in Fidelity's Relationship Model.

Required Skills and Qualifications:
  • ">
  • Aptitude to learn book-management skills and handle leads
  • Ability to navigate multiple systems simultaneously
  • Demonstrated accountability and goal-oriented mindset


Benefits: We offer a comprehensive benefit program, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) match, 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.

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

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