Fidelity Investments
Workplace Planning Specialist
Fidelity Investments, Salt Lake City, Utah, United States, 84193
Ready to invest in your future career?
Join a dynamic team recognized as an industry leader in innovation. We are committed to your professional growth and provide the latest technology and premier investment platforms to ensure your success. Whether you're looking to learn or grow, we're here to support your journey toward a rewarding career.
We value your natural resourcefulness as it opens new opportunities, while your communication skills enhance participant engagement. You'll play a crucial role in fostering long-lasting, positive relationships with clients.
What to Expect:
As a member of our Workplace Planning and Advice team, you will embark on a transformative multi-stage career development path.
Engage with participants by connecting through calls to develop meaningful relationships. Guide our 401(k) participants, both active and inactive, through their choices while introducing them to our array of services.
Gain expertise in addressing general service needs and withdrawal requests for 401(k) participants through inbound interactions, providing timely and accurate assistance.
As your relationship-building and industry knowledge grow, progress to handling consultative inbound calls, helping clients with their retirement and investment concerns.
You Will Be Supported: We provide comprehensive training to equip you with the skills necessary to assist our clients and prepare for your FINRA licensing exams. A finance background or college degree is not required to excel in this role. With our structured licensing roadmap, you can study at a pace that suits you while showing commitment and dedication. Your growth is celebrated, with recognition for your achievements as you progress in your career. Our inclusive culture empowers associates to succeed while nurturing valuable networks. The Skills You Bring: Exceptional experience in client relationship management and familiarity with a sales process, including engaging with warm leads.
Knowledge or experience in sales and consultative relationship techniques.
Accountable with a goal-oriented mindset.
Ability to ask probing questions to fully understand clients' needs.
Willingness to work flexibly in a hybrid environment, both remotely and in the office.
Comfort with technology and skill in navigating multiple systems simultaneously.
Aptitude for completing the FINRA SIE, Series 7, and Series 66 exams upon hiring.
The Value You Deliver: Learn how to manage leads effectively while utilizing tools like Salesforce.
Build rapport with Fidelity participants by utilizing profiling techniques and consultative interactions.
Connect 401(k) participants with relevant investment solutions.
Schedule targeted appointments to address participant needs regarding products and services.
Invest in Your Benefits: Our benefits programs are designed to help you achieve a healthy work-life balance. Featured benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) matching, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Charitable Matching, and Concierge Services. At Fidelity, we understand that our associates are our greatest asset. Experience a culture that appreciates and cultivates your career ambitions while also focusing on your personal well-being. Required Certifications: You will receive paid time and support to obtain the SIE - FINRA, Series 07 - FINRA, Series 66 certifications. Please note that most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F) at a Fidelity office, except for fully remote positions. Be aware that Fidelity's operations comply with various laws and regulations, which may affect hiring policies regarding individuals with specific criminal histories.
Gain expertise in addressing general service needs and withdrawal requests for 401(k) participants through inbound interactions, providing timely and accurate assistance.
As your relationship-building and industry knowledge grow, progress to handling consultative inbound calls, helping clients with their retirement and investment concerns.
You Will Be Supported: We provide comprehensive training to equip you with the skills necessary to assist our clients and prepare for your FINRA licensing exams. A finance background or college degree is not required to excel in this role. With our structured licensing roadmap, you can study at a pace that suits you while showing commitment and dedication. Your growth is celebrated, with recognition for your achievements as you progress in your career. Our inclusive culture empowers associates to succeed while nurturing valuable networks. The Skills You Bring: Exceptional experience in client relationship management and familiarity with a sales process, including engaging with warm leads.
Knowledge or experience in sales and consultative relationship techniques.
Accountable with a goal-oriented mindset.
Ability to ask probing questions to fully understand clients' needs.
Willingness to work flexibly in a hybrid environment, both remotely and in the office.
Comfort with technology and skill in navigating multiple systems simultaneously.
Aptitude for completing the FINRA SIE, Series 7, and Series 66 exams upon hiring.
The Value You Deliver: Learn how to manage leads effectively while utilizing tools like Salesforce.
Build rapport with Fidelity participants by utilizing profiling techniques and consultative interactions.
Connect 401(k) participants with relevant investment solutions.
Schedule targeted appointments to address participant needs regarding products and services.
Invest in Your Benefits: Our benefits programs are designed to help you achieve a healthy work-life balance. Featured benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) matching, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Charitable Matching, and Concierge Services. At Fidelity, we understand that our associates are our greatest asset. Experience a culture that appreciates and cultivates your career ambitions while also focusing on your personal well-being. Required Certifications: You will receive paid time and support to obtain the SIE - FINRA, Series 07 - FINRA, Series 66 certifications. Please note that most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F) at a Fidelity office, except for fully remote positions. Be aware that Fidelity's operations comply with various laws and regulations, which may affect hiring policies regarding individuals with specific criminal histories.