Retirement Consultant
Company: Fidelity Investments
Location: Salt Lake City
Posted on: April 10, 2021
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Job Description:
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:* Click to hear from a few of our associates
about the outstanding benefits Fidelity offers: [Benefits at
Fidelity Investments](* Click here for a story about how we are
helping our [employee s payback their student loan debt](*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,
Series 66 - 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. 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](mailto:...@fmr.com), or by calling 800-###-####, prompt
2, option 2.
Keywords: Fidelity Investments, Salt Lake City , Retirement Consultant, Other , Salt Lake City, Utah
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