Fidelity Investments
Are you ready to invest in your career?
Join a renowned team focused on innovation and dedicated to your professional development. We provide key services, cutting-edge technology, and an exceptional investment platform designed to empower your growth and support long-term success for both you and our clients. Your eagerness to learn and advance in the industry will lead to a fulfilling career path with various rewards.
We believe that your innate resourcefulness will uncover new opportunities and your communication skills will engage participants effectively. You will foster client loyalty and help establish enduring positive connections with Fidelity.
What to Expect:
Engage with participants through calls, fostering effective relationships while guiding active and inactive 401(k) participants through their various options and introducing them to our services.
Gain expertise in assisting 401(k) participants with general service inquiries and withdrawal requests, ensuring timely and accurate support.
As you enhance your relationship-building skills, you will progress to handling consultative inbound calls addressing retirement and investment needs.
We Invest in Your Learning:
Receive comprehensive training to develop the skills necessary to assist our participants and prepare for FINRA licensing exams. No finance background or college degree necessary. With our tailored licensing roadmap, take charge of your success by studying at your own pace with commitment. We Support Your Growth:
Benefit from our structured learning approach and management of Fidelity's Relationship Model, our planning principles, and how to leverage technology effectively to assist clients. We Celebrate Your Achievements:
Your accomplishments will be recognized as you make strides in your career. Our inclusive culture lifts associates to succeed while building a supportive network. We Encourage Career Progression:
From your first day, we will guide you to plan your future at Fidelity with coaching that reveals numerous career opportunities for personalized growth. We Offer Variety:
Your role will include diverse tasks with specific time dedicated to development activities, enabling you to explore advanced planning roles for career advancement. The Skills You Bring: Strong client relationship experience and an understanding of the sales process through engaging with warm leads.
Knowledge of sales or the consultative approach to relationships.
Exemplified accountability and a goal-oriented mindset.
A proven ability to ask insightful questions to fully grasp the client's situation.
Flexibility to work in a hybrid setting, both remotely and in the office.
Comfort with technology and capability to navigate multiple systems effectively.
Aptitude to obtain FINRA SIE, Series 7, and Series 66 licenses upon hire.
The Value You Deliver: Learn to manage leads efficiently while utilizing tools such as Salesforce.
Build rapport with Fidelity participants using profiling and consultative skills in your interactions.
Introduce 401(k) participants to business partners for investment solution discussions.
Identify opportunities and schedule targeted appointments to meet participants’ product and service needs.
Our Commitment to You:
We offer a comprehensive benefits program designed to support you and your family. Some highlighted benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, a 401(k) match of up to 7%, and Health, Dental, and Vision Insurance, among others. We are excited to help you explore our benefits offerings, including support for student loan repayment. Certifications:
You will receive paid time and support to obtain SIE - FINRA, Series 07 - FINRA, and Series 66 - FINRA. Note: Most positions at Fidelity require a hybrid work arrangement, necessitating associates to work onsite every other week (Monday to Friday) at a Fidelity office. Please be aware that regulations may restrict Fidelity from hiring individuals with specific criminal backgrounds.
Gain expertise in assisting 401(k) participants with general service inquiries and withdrawal requests, ensuring timely and accurate support.
As you enhance your relationship-building skills, you will progress to handling consultative inbound calls addressing retirement and investment needs.
We Invest in Your Learning:
Receive comprehensive training to develop the skills necessary to assist our participants and prepare for FINRA licensing exams. No finance background or college degree necessary. With our tailored licensing roadmap, take charge of your success by studying at your own pace with commitment. We Support Your Growth:
Benefit from our structured learning approach and management of Fidelity's Relationship Model, our planning principles, and how to leverage technology effectively to assist clients. We Celebrate Your Achievements:
Your accomplishments will be recognized as you make strides in your career. Our inclusive culture lifts associates to succeed while building a supportive network. We Encourage Career Progression:
From your first day, we will guide you to plan your future at Fidelity with coaching that reveals numerous career opportunities for personalized growth. We Offer Variety:
Your role will include diverse tasks with specific time dedicated to development activities, enabling you to explore advanced planning roles for career advancement. The Skills You Bring: Strong client relationship experience and an understanding of the sales process through engaging with warm leads.
Knowledge of sales or the consultative approach to relationships.
Exemplified accountability and a goal-oriented mindset.
A proven ability to ask insightful questions to fully grasp the client's situation.
Flexibility to work in a hybrid setting, both remotely and in the office.
Comfort with technology and capability to navigate multiple systems effectively.
Aptitude to obtain FINRA SIE, Series 7, and Series 66 licenses upon hire.
The Value You Deliver: Learn to manage leads efficiently while utilizing tools such as Salesforce.
Build rapport with Fidelity participants using profiling and consultative skills in your interactions.
Introduce 401(k) participants to business partners for investment solution discussions.
Identify opportunities and schedule targeted appointments to meet participants’ product and service needs.
Our Commitment to You:
We offer a comprehensive benefits program designed to support you and your family. Some highlighted benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, a 401(k) match of up to 7%, and Health, Dental, and Vision Insurance, among others. We are excited to help you explore our benefits offerings, including support for student loan repayment. Certifications:
You will receive paid time and support to obtain SIE - FINRA, Series 07 - FINRA, and Series 66 - FINRA. Note: Most positions at Fidelity require a hybrid work arrangement, necessitating associates to work onsite every other week (Monday to Friday) at a Fidelity office. Please be aware that regulations may restrict Fidelity from hiring individuals with specific criminal backgrounds.