Fidelity Investments
Workplace Planning Associate - Merrimack, NH
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Workplace Planning Associate - Merrimack, NH
Join to apply for the
Workplace Planning Associate - Merrimack, NH
role at
Fidelity Investments . Job Description
Are you ready to invest in your career? Join a leading team in innovation that offers key products, groundbreaking technology, and a top investment platform. We support your growth, flexibility, and success, enabling you and our clients to thrive. Your desire to learn and grow will lead to a rewarding career. We believe your resourcefulness and communication skills are vital for building positive, lasting relationships with clients. You will inspire client engagement and dedication with Fidelity. What to Expect
As part of our Workplace Planning and Advice team, you'll begin a multi-stage development process into career planning and advice. Connect with participants via calls, build relationships, and guide them through their options, introducing our services. Develop expertise in assisting with general service needs and withdrawal requests in inbound calls. Advance to providing consultative advice on retirement and investment needs as you gain experience. We provide comprehensive training to develop your skills and prepare you for FINRA licensing exams. No finance background or degree required. Study at your own pace with our roadmap. You will be supported in learning our business, leveraging technology, and building your career within Fidelity’s inclusive culture. Our training resources will help you succeed. You will be recognized and celebrated for your achievements, with support to plan your future career growth. You’ll also have opportunities to explore advanced planning roles beyond initial call handling. The Skills You Bring
Excellent client relationship skills and experience with sales or consultative processes. Accountability, goal-oriented mindset, and ability to ask insightful questions. Flexibility to work in a hybrid environment, comfortable with technology, and able to navigate multiple systems. Willingness to obtain SIE, Series 7, and Series 66 licenses upon hire. The Value You Deliver
Manage leads effectively and utilize tools like Salesforce. Build rapport with participants and identify opportunities for financial solutions. Introduce participants to appropriate investment options and set appointments. Our Investment in You
Our benefits include parental leave, tuition reimbursement, student loan assistance, 401(k) match, health and dental insurance, disability coverage, paid time off, and more. Learn about our offerings: Benefits at Fidelity Investments Employee stories on student loan repayment Required certifications include SIE, Series 7, and Series 66, with support provided for obtaining them. Additional Details
This is a full-time, entry-level role with a hybrid work model. The role involves compliance with relevant securities and employment laws. Most roles require onsite work every other week. Job Categories
Customer Service Sales Seniorities and Employment Type
Entry level Full-time
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Join to apply for the
Workplace Planning Associate - Merrimack, NH
role at
Fidelity Investments . Job Description
Are you ready to invest in your career? Join a leading team in innovation that offers key products, groundbreaking technology, and a top investment platform. We support your growth, flexibility, and success, enabling you and our clients to thrive. Your desire to learn and grow will lead to a rewarding career. We believe your resourcefulness and communication skills are vital for building positive, lasting relationships with clients. You will inspire client engagement and dedication with Fidelity. What to Expect
As part of our Workplace Planning and Advice team, you'll begin a multi-stage development process into career planning and advice. Connect with participants via calls, build relationships, and guide them through their options, introducing our services. Develop expertise in assisting with general service needs and withdrawal requests in inbound calls. Advance to providing consultative advice on retirement and investment needs as you gain experience. We provide comprehensive training to develop your skills and prepare you for FINRA licensing exams. No finance background or degree required. Study at your own pace with our roadmap. You will be supported in learning our business, leveraging technology, and building your career within Fidelity’s inclusive culture. Our training resources will help you succeed. You will be recognized and celebrated for your achievements, with support to plan your future career growth. You’ll also have opportunities to explore advanced planning roles beyond initial call handling. The Skills You Bring
Excellent client relationship skills and experience with sales or consultative processes. Accountability, goal-oriented mindset, and ability to ask insightful questions. Flexibility to work in a hybrid environment, comfortable with technology, and able to navigate multiple systems. Willingness to obtain SIE, Series 7, and Series 66 licenses upon hire. The Value You Deliver
Manage leads effectively and utilize tools like Salesforce. Build rapport with participants and identify opportunities for financial solutions. Introduce participants to appropriate investment options and set appointments. Our Investment in You
Our benefits include parental leave, tuition reimbursement, student loan assistance, 401(k) match, health and dental insurance, disability coverage, paid time off, and more. Learn about our offerings: Benefits at Fidelity Investments Employee stories on student loan repayment Required certifications include SIE, Series 7, and Series 66, with support provided for obtaining them. Additional Details
This is a full-time, entry-level role with a hybrid work model. The role involves compliance with relevant securities and employment laws. Most roles require onsite work every other week. Job Categories
Customer Service Sales Seniorities and Employment Type
Entry level Full-time
#J-18808-Ljbffr