Financial Planning Associate
Company: Fidelity Investments
Posted on: November 25, 2022
Is it time to explore new challenges in your career?
Join a team that's an industry leader in innovation and invests in
you with key product and service offerings, groundbreaking
technology, and a premier 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.
We believe your natural resourcefulness unlocks new opportunities
and your communication skill opens customers' minds. We know you
will inspire client dedication and engagement to develop
long-lasting positive relationships with Fidelity.
Relocation assistance may be available for those who meet
The Expertise We're Looking For
- Outstanding customer relations experience
- Sales experience is a plus
- FINRA Series 7 OR ability to acquire series 7 upon hire
- High degree of motivation and able to work collaboratively
- Knowledge of a consultative relationship process helpful The
Purpose of Your Role
As part of the Workplace Planning and Advice outbound and inbound
call team, you will start your journey in our multi-stage
development to career planning and advice. Engaging inactive and
active 401(k) participants to introduce them to our services,
guiding them through all their available options. You'll connect
with our clients to build effective relationships through calling
and engaging warm leads as well as taking inbound calls.
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 customers with the best guidance - and to get the results
you are striving toward.
The Skills You Bring
- An understanding of a sales process, including customer calling
and working with warm leads
- Active listening and time-management skills
- Being coachable, collaborative, and curious are your "go to"
attributes Our Investments in You
We believe it is important to approach life holistically. Our
benefit programs (opens in a new tab) are crafted to help you and
your loved ones strike the perfect 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 local news story about how we are helping our
employee's payback their student loan debt(opens in a new tab)
Training for Your Role
We offer a paid, industry-leading development program that will
fully prepare you to engage with customers while acquiring your
Series 7 and 66 licenses.
- Click to learn more about Training Opportunities at
Fidelity(opens in a new tab) and how we support our associates to
obtain their securities licenses The Value You Deliver
- Introducing 401(k) participants to business partners to have
appropriate Investment Solutions conversations
- Building rapport and opening a conversation with Fidelity
clients through profiling and utilizing consultative skills with
- Learn book-management skills and effectively handling leads
through lead utilization
- Set up targeted appointments to address client needs related to
products and services 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
COVID work policy
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
Learn More: Dynamic Working (opens in a new tab)
Series 07 - FINRA, Series 66 - FINRA
Fidelity Investments is a privately held company with a mission 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
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. Honored with a Glassdoor Employees' Choice Award
, we have been recognized by our employees as a Best Place to Work
in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ."
We invite you to Find Your Fidelity at .
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
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
Accommodation Team by sending an email to , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as Territory Sales
Professional, General Sales Manager, and Sales Professional and
others in the Sales to apply.
Keywords: Fidelity Investments, Danville , Financial Planning Associate, Accounting, Auditing , Danville, Virginia
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