Job Description:

Workplace Planning Consultant  

The Purpose of Your Role 

As a Workplace Planning Consultant, you bring your passion to help 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 start your journey in our multi-stage development program to a career in planning and advice.  Engaging inactive and active 401(k) participants to introduce them to our services and guide them through all their available options. You'll connect with our clients to build effective relationships through inbound calls, assisting them with their retirement planning and service needs. 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.

You will be supported in learning the business and building skills in Fidelity’s Relationship Model, our planning culture and how to best leverage technology to help our clients.  Our top-quality training resources will ensure you have all the answers you need to provide clients with the best planning and advice – and to get the results you are striving toward.

The Value You Deliver 

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

Engage and educate participants on a broad range of plan benefits

Resolving needs of the participants to ensure a positive experience 

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

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

Demonstrated customer service and relationship management skills 

Ability to uncover customer needs, align appropriate solutions, and provide next steps

​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 outstanding 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 

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  

Safety is our top priority. 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. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commuting distance when considering applying. 

Learn More:  Dynamic Working(opens in a new tab) 

Certifications:

Series 07 – 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.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.