Fidelity Investments
10,000+ employees
Founded 1946
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.
Retirement Planner
🔥 0 minutes ago
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Fidelity Investments
10,000+ employees
Founded 1946
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.
📋 Description
• Onboard new participants into workplace plans by educating them on company matching, savings, and investment strategy fundamentals • Support consolidation inquiries by identifying prior workplace plans and outside investments and offering suitable solutions • Engage Tax Exempt Market retirement plan participants in needs-based analyses • Use guidance offerings and appropriate tools to assist customers with retirement readiness • Apply consultative selling skills to identify suitable solutions and guidance while acquiring, retaining, and developing assets • Explain Fidelity Viewpoints to provide general education to clients • Identify opportunities for complex guidance and partner with other Retirement Planner associates • Create awareness of retirement readiness and influence customers to improve their retirement situations • Increase cash flow through increased deferrals and drive Personal & Workplace Investment flows
🎯 Requirements
• Series 7 license required • Series 63 license required • 2+ years of experience in a customer service or sales role preferred • Knowledge of tax-exempt retirement products and services highly desirable • Previous phone center experience preferred • Demonstrated ability to deliver exceptional customer results • Comprehensive understanding of the current market, economy, and economic trends • Consultative, influencing, and communication skills • Ability to be proactive and demonstrate initiative • Strong time management and prioritization skills • Receptiveness to feedback and willingness to adapt to change • Must currently live within 90 miles of the Orlando, FL area • Must satisfy applicable securities and financial-services regulatory requirements
🏖️ Benefits
• Remote work • Reasonable accommodation for applicants with disabilities • Diverse and inclusive workplace • Work environment focused on attracting and nurturing talent
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