Fidelity Investments
Workplace Planning Associate - Merrimack, NH
Fidelity Investments, Merrimack, New Hampshire, us, 03054
Workplace Planning Associate – Merrimack, NH
Join us as a Workplace Planning Associate at Fidelity Investments. This entry‑level position is part of our Workplace Planning and Advice outbound and inbound call team.
Key responsibilities include:
Connecting with participants to build effective relationships through calling and engaging warm leads, guiding inactive and active 401(k) participants through all their available options.
Assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support.
Taking consultative inbound calls from 401(k) participants to help them with retirement and investment needs as you gain expertise.
Training & development:
Full training to develop skills needed to service participants and study for FINRA licensing exams.
No finance background or college degree required; you will receive a licensing roadmap.
Skills you bring:
Outstanding client relationship experience and understanding of a sales process.
Knowledge or experience in sales or the consultative relationship process.
Goal‑oriented mindset and accountability.
Strong questioning skills to fully understand client’s situation.
Comfortable with technology and ability to navigate multiple systems.
Ability to complete FINRA SIE, Series 7 and Series 66 upon hire.
Benefits:
Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match.
Health, Dental, Vision, Disability Insurance.
Paid Time Off, Backup Dependent Care, Charitable match, Concierge Services.
Hybrid work schedule: work on site every other week.
Certifications required: FINRA SIE, Series 7 and Series 66. Company will provide paid time to obtain them.
Seniority level: Entry level; Full‑time; Job functions: Consulting, Information Technology, and Sales.
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Key responsibilities include:
Connecting with participants to build effective relationships through calling and engaging warm leads, guiding inactive and active 401(k) participants through all their available options.
Assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support.
Taking consultative inbound calls from 401(k) participants to help them with retirement and investment needs as you gain expertise.
Training & development:
Full training to develop skills needed to service participants and study for FINRA licensing exams.
No finance background or college degree required; you will receive a licensing roadmap.
Skills you bring:
Outstanding client relationship experience and understanding of a sales process.
Knowledge or experience in sales or the consultative relationship process.
Goal‑oriented mindset and accountability.
Strong questioning skills to fully understand client’s situation.
Comfortable with technology and ability to navigate multiple systems.
Ability to complete FINRA SIE, Series 7 and Series 66 upon hire.
Benefits:
Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match.
Health, Dental, Vision, Disability Insurance.
Paid Time Off, Backup Dependent Care, Charitable match, Concierge Services.
Hybrid work schedule: work on site every other week.
Certifications required: FINRA SIE, Series 7 and Series 66. Company will provide paid time to obtain them.
Seniority level: Entry level; Full‑time; Job functions: Consulting, Information Technology, and Sales.
#J-18808-Ljbffr