Retirement Planning Consultant

Fidelity Investments Merrimack , NH 03054

Posted 2 months ago

Job Description: *Workplace Planning Consultant I *

  • "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect."* Abby Johnson | Chairman & CEO Fidelity Investments

  • Is it time to explore new challenges in your career?*
    We believe your knowledge and expertise of workplace products helps you gain trust with our 401(k) plan participants. We know you will inspire participant dedication and engagement to develop long-lasting positive relationships with Fidelity.
    Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
    Relocation assistance may be available for those who meet eligibility requirements.

  • The Expertise We're Looking For*

  • FINRA Series 7 required

  • FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)

  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions

  • Demonstrated customer service, relationship management and sales skills

  • The Purpose of Your Role

As a Workplace Planning Consultant I, you will be focused on helping our participants achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans and retail account options over the phone. You will provide planning and advice on a wide range of topics, including 401(k) plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness. By using digital resources and support tools, you will recognize and present guidance on a plan that best meets the participant's investment goals.

  • The Skills You Bring*

  • You have superb relationship and customer service experience

  • Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare you for this role

  • Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interaction

  • Our Investments in You*
    We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

  • Click here for a story about how we are helping our employees payback their student loan debt

  • The Value You Deliver*

  • Provide 401(k) plan participants with retirement planning and investment advice

  • Build lifetime relationships across Fidelity by understanding the participant's holistic financial need

  • Engage and educate participants on a broad range of plan benefits

  • Resolving needs of the participants to ensure a positive experience

  • How Your Work Impacts the Organization

This role is part of Fidelity's Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.
We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We are proud of our diverse and inclusive workplace where we respect and *value *our associates for their unique perspectives and experiences.

  • COVID work policy

Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

  • Dynamic working - post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

  • Learn More:* Dynamic Working
    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com
Fidelity Privacy policy
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

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VIEW JOBS 6/24/2021 12:00:00 AM 2021-09-22T00:00 Job Description: *Workplace Planning Consultant I * * "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect."* Abby Johnson | Chairman & CEO Fidelity Investments * Is it time to explore new challenges in your career?* We believe your knowledge and expertise of workplace products helps you gain trust with our 401(k) plan participants. We know you will inspire participant dedication and engagement to develop long-lasting positive relationships with Fidelity. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. Relocation assistance may be available for those who meet eligibility requirements. * The Expertise We're Looking For* * FINRA Series 7 required * FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided) * Broad based knowledge and understanding of general financial planning concepts, including managed solutions * Demonstrated customer service, relationship management and sales skills * The Purpose of Your Role* As a Workplace Planning Consultant I, you will be focused on helping our participants achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans and retail account options over the phone. You will provide planning and advice on a wide range of topics, including 401(k) plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness. By using digital resources and support tools, you will recognize and present guidance on a plan that best meets the participant's investment goals. * The Skills You Bring* * You have superb relationship and customer service experience * Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare you for this role * Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interaction * Our Investments in You* We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our [benefit programs](https://go.fidelity.com/ggbzd) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: * Click to hear from a few of our associates about the outstanding benefits Fidelity offers: [Benefits at Fidelity Investments(opens in a new tab)](https://youtu.be/g4cxE1KfmJ4) * Click here for a story about how we are helping our [employeeâs payback their student loan debt](http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html) * The Value You Deliver* * Provide 401(k) plan participants with retirement planning and investment advice * Build lifetime relationships across Fidelity by understanding the participant's holistic financial need * Engage and educate participants on a broad range of plan benefits * Resolving needs of the participants to ensure a positive experience * How Your Work Impacts the Organization* This role is part of Fidelity's Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. We believe in being *#DifferentTogether*. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We are proud of our *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. * COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. * Dynamic working - post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. * Learn More:* [Dynamic Working](https://jobs.fidelity.com/dynamic-working/) Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact accommodationsgermany@fmr.com [Fidelity Privacy policy ](https://cdn-static.findly.com/wp-content/uploads/sites/1439/2021/03/Fidelity-Global-Applicant-Privacy-Notice_20210308_FINAL2.pdf) Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities. We invite you to *Find Your Fidelity* at [fidelitycareers.com](http://fidelitycareers.com). Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [accommodations @fmr.com](mailto:accommodations@fmr.com), or by calling 800-835-5099, prompt 2, option 2. Fidelity Investments Merrimack NH

Retirement Planning Consultant

Fidelity Investments