Fidelity Workplace Planning Professional

7 days ago


Greenwood Village, Colorado, United States Fidelity TalentSource LLC Full time
About the Role

This position at Fidelity Investments presents an opportunity to join a dynamic team that focuses on innovative solutions for clients.

Job Description:

A Career Path of Growth and Development

Fidelity offers a unique chance to embark on a career journey with endless opportunities for professional growth. As a Workplace Planning Associate, you will be part of a team that empowers clients to achieve their financial goals through personalized advice and guidance.

The role involves connecting with clients, building relationships, and providing expert advice on investment options. You will work closely with colleagues to deliver exceptional customer service and support clients in achieving their financial objectives.

In this role, you will have the opportunity to develop your skills and expertise in areas such as sales, relationship-building, and consultative services. Our comprehensive training programs will equip you with the knowledge and tools necessary to succeed in this exciting field.

Key Responsibilities:
  • Establish and maintain strong relationships with clients to understand their financial needs and provide tailored advice.
  • Collaborate with colleagues to deliver exceptional customer service and support clients in achieving their financial objectives.
  • Develop and implement effective strategies to increase client engagement and retention.
  • Stay up-to-date with market trends and regulatory changes to ensure compliance and delivery of best-in-class services.
Requirements and Qualifications:

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • A strong understanding of sales principles and consultative services.
  • Ability to work collaboratively in a fast-paced environment.
  • High level of adaptability and flexibility to meet changing business needs.
  • Strong analytical and problem-solving skills to drive results-oriented decisions.
Benefits:

Fidelity Investments offers a comprehensive benefits package designed to support your well-being and career development. Some of the benefits include:

  • Competitive salary and bonus structure.


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