Workplace Planning Consultant I - Westlake, TX
Fidelity Investments

Westlake, Texas

Posted in Sales
9 days ago


Job Info


Job Description:

"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 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:

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.

Certifications:

Series 07 - FINRA



Company Overview

At 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. For information about working at Fidelity, visit FidelityCareers.com.


Fidelity Investments is an equal opportunity employer.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.



picture of a car

Want to save money on car insurance?


Compare rates instantly

Rates starting at $19/mo

Check my rates *Our Adpolicy


Weekly blog post from our employment blog

3 Tips in Asking for a Job Reference

3 Tips in Asking for a Job Reference

When you apply for a job, typically you are required to have a job reference. Many people ask someone to do a reference for them, but the key ...


Read full blog post
Share this job with the community

Click a community link below, and then social share the Workplace Planning Consultant I - Westlake, TX job.


African American Job Search Logo
Asian Job Search Logo
Disabled Job Seekers Logo
Hispanic Job Exchange Logo
LGBT Job Search Logo
Seniors to Work Logo
US Diversity Job Search Logo
Veteran Job Center Logo