Workplace Planning Consultant I
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • District of Columbia • United States
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Salary
💰 $56,000 - $71,000 per year
About the role
- help our participants achieve better financial outcomes by engaging with participants to identify solutions that will help them in their path to financial well-being
- engaging with inactive and active 401(k) participants through inbound and outbound calls
- assisting them with their retirement planning and service needs
- use the Fidelity Relationship Model to address the participants stated needs and provide planning and advice on a wide range of topics
Requirements
- Bachelor’s degree or equivalent work experience
- Financial Services experience required
- FINRA Series 7 prior to hire and will obtain the Series 66 after hire
- The ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology with the financial planning knowledge and regulatory obligations imposed by the required licenses you hold
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningretirement planningregulatory compliance
Soft skills
client engagementcommunicationproblem-solving
Certifications
Bachelor’s degreeFINRA Series 7FINRA Series 66