CaryRecruiter Since 2001
the smart solution for Cary jobs

Workplace Planning Consultant I - Durham, NC

Company: Fidelity Investments
Location: Morrisville
Posted on: April 6, 2021

Job Description:

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.-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 RoleAs 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 YouWe 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
      • Click here for a story about how we are helping our employee's 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 OrganizationThis 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
          Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. 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. We welcome those with experience in jobs such as Business Services Representative, Territory Sales Professional, and Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Cary , Workplace Planning Consultant I - Durham, NC, Professions , Morrisville, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Inventory Control Jobs: Hiring Immediately! Full Time / Part Time - $18-$36/Hr
Description: Find your next job here Will
Company: Warehouse Jobs
Location: Rocky Mount
Posted on: 04/11/2021

CDL A Team Owner Operators - $5K Sign On
Description: br br br br CDL A Team Owner Operators br 5,000 Sign On Bonus br br Join the Panther Premium Logistics team for an exciting
Company: Panther Premium Logistics
Location: Danville
Posted on: 04/11/2021

Company OTR GREAT PAY
Description: Job Description: br COMPANY DRIVER EARN UP TO 80,000.00 PER YEAR PLUS BENEFITS Starting Pay 50 Cents Per Mile Loaded or Empty Drivers Can
Company: Prima Express
Location: Wilson
Posted on: 04/11/2021


CDL-A Student Truck Driver Jobs – No Experience Necessary!
Description: BETTER PAY, BETTER EQUIPMENT, A BETTER PLAN FOR THE FUTURE... 100 EMPLOYEE-OWNED CARRIER When drivers say they want a better plan for their future, we take it to heart.Call to learn more 855 973-3351 (more...)
Company: J&R Schugel Trucking
Location: Danville
Posted on: 04/11/2021

U. S. Xpress: Cdl-A Teams: New $30, 000 Sign On Bonus/Split
Description: Team Drivers: HUGE 30,000 Sign-On Bonus/split with TONS of miles
Company: U. S. Xpress
Location: Danville
Posted on: 04/11/2021

Company OTR GREAT PAY
Description: Job Description: br COMPANY DRIVER EARN UP TO 80,000.00 PER YEAR PLUS BENEFITS Starting Pay 50 Cents Per Mile Loaded or Empty Drivers Can
Company: Prima Express
Location: Rocky Mount
Posted on: 04/11/2021

CDL Truck Driver - Flexible Home Time - Van OTR Fleet
Description: DRIVER PAY INCREASE EARN MORE WITH ROEHL Are you getting paid for the miles you really drive br br In our over the road Van Fleet, you'll haul largely no-touch freight across 48 states
Company: Roehl Transport
Location: Danville
Posted on: 04/11/2021

Gutter Installer
Description: We are looking for individuals who are eager to develop and apply their skills in ways that make a positive impact to communities. Here, you'll be proud to be a part of a company known for putting safety (more...)
Company: TopBuild
Location: Wilson
Posted on: 04/11/2021

CDL-A Truck Driver - No Experience Required!
Description: CDL-A STUDENT TRUCK DRIVER JOBS br br COVID-19 RESPONSE br br Recent CDL-A Graduate No Experience Required br br New CDL-A truck driver school
Company: J&R Schugel
Location: Danville
Posted on: 04/11/2021

U. S. Xpress: Cdla Team Truck Driving Jobs
Description: Team Drivers: HUGE 30,000 Sign-On Bonus/split with TONS of miles
Company: U. S. Xpress
Location: Rocky Mount
Posted on: 04/11/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Cary RSS job feeds