Workplace Planning Associate – Merrimack, NH Position Available In Penobscot, Maine

Job Description:

Job Description:

Is it time to make new investments into yourcareer? Join a team that’s an industry leader in innovation andinvests in you with key product and service offerings,groundbreaking technology, and a premier investment platform. Weempower professional growth, flexibility and support thus enablinglong-term success for you and our clients. Your desire to grow andlearn within the industry will open the door to a career path fullof professional rewards. We believe your natural resourcefulnessunlocks new opportunities and your communication skill opensparticipants’ minds. We know you will inspire client dedication andengagement to develop long-lasting positive relationships withFidelity. What to expect… As part of the Workplace Planning andAdvice outbound and inbound call team, you will start your journeyin our multi-stage development to career planning and advice. Youwill connect with our participants to build effective relationshipsthrough calling and engaging warm leads. Guide our inactive andactive 401(k) participants through all their available optionswhile introducing them to our services. You will learn and developexpertise in assisting 401(k) participants with general serviceneeds and withdrawal requests in an inbound capacity, providingtimely and accurate support to meet our participants needs. As yougain relationship building and industry expertise, you’ll advanceto taking consultative inbound calls from 401(k) participantshelping them with their retirement and investment needs. You arelearning. We provide all the training you need to develop theskills needed to service our participants and study for your FINRAlicensing exams! You don’t need a finance background or collegedegree to succeed in this role. Prepped with our licensing roadmap,own your success by studying for the exams at an individualizedpace with dedication and commitment. You will be supported inlearning the business and building skills in Fidelity’sRelationship Model, our planning culture and how to best leveragetechnology to help our clients. Our top-quality training resourceswill ensure you have all the answers you need to provideparticipants with the best guidance•and to get the results youare striving toward. You are celebrated . Your achievements will berecognized and celebrated as you progress through your career. Ourinclusive culture empowers associates to achieve success whilebuilding a supportive network. You are growing. From day one you’llhave the support and structure to plan for your future at Fidelity.

The career coaching you will receive will help you understand thearray of career opportunities at Fidelity and chart a course tohelp you grow in a personalized career path. You can explore.

You’ll experience variety in your work with dedicated time fordevelopment activities that go beyond answering participant callsso you can discover advanced planning roles to further your career.

The Skills You Bring Outstanding client relationship experience aswell as an understanding of a sales process, including calling andworking with warm leads Knowledge or experience in sales or theconsultative relationship process Demonstrate accountability and agoal-oriented mindset Natural and demonstrated success in askingdeeper questions to fully understand the client’s situation Abilityand flexibility to work in a “hybrid” work setting, both at homeand in office Comfortable with technology and ability to navigatemultiple systems simultaneously Aptitude to complete FINRA SIE,Series 7 and Series 66 upon hire

Note:

Fidelity is not providingimmigration sponsorship for this position The Value You DeliverLearn book-management skills and effectively handle leads whileutilizing tools i.e. Salesforce Build rapport and open aconversation with Fidelity participants through profiling andutilizing consultative skills during participant interactionsIntroduce 401(k) participants to business partners to haveappropriate Investment Solutions conversations Set up targetedappointments while identifying opportunities to address participantneeds related to products and services Our Investments in You Ourbenefits programs are crafted to help you and your loved onesstrike the perfect balance. Here are a few featured benefits (notall benefits are listed): Maternal and Parental Leave, TuitionReimbursement, Student Loan Assistance, 401(K) 7% match, HealthInsurance, Dental Insurance, Vision Insurance, DisabilityInsurance, Paid Time off, Backup Dependent Care, Charitable match,and Concierge Services. Sound too good to be true? See for yourselfand learn more about our benefits offerings: Click to hear from afew of our associates about the outstanding benefits

Fidelityoffers:

Benefits at Fidelity Investments (opens in a new tab) Clickhere for a local news story about how we are helping our employee’spayback their student loan debt (opens in a new tab)

RequiredCertifications:

You will be given paid time and support to obtainSIE•FINRA, Series 07•FINRA, Series 66

Certifications:

Series 07•FINRA, Series 66•

FINRA Category:

Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite andoffsite work experiences. Working onsite is important for ourbusiness strategy and our culture. We also value the benefits thatworking offsite offers associates. Most hybrid roles requireassociates to work onsite every other week (all business days, M-F)in a Fidelity office. Please be advised that Fidelity’s business isgoverned by the provisions of the Securities Exchange Act of 1934,the Investment Advisers Act of 1940, the Investment Company Act of1940, ERISA, numerous state laws governing securities, investmentand retirement-related financial activities and the rules andregulations of numerous self-regulatory organizations, includingFINRA, among others. Those laws and regulations may restrictFidelity from hiring and/or associating with individuals withcertain Criminal Histories.