Workplace Planning Associate - Durham, NC
Company: Fidelity Investments
Posted on: January 16, 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 call team,
you will engage 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.
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"
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 client
Learn book-management skills and effectively handling leads through
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
Our Investments in You
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
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
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
At Fidelity Investments, our customers are at the heart of
everything we do. As a privately held company with a rich 75-year
history, our mission has remained the same since our founding: 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. And you don't need a finance background to
succeed at Fidelity-we offer a range of opportunities for learning
and growth so you can build the career you've always imagined. We
welcome associates from different backgrounds and with different
perspectives to help us innovate and make a difference for our
customers and our communities.
We invite you to 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
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 , or by calling 800-835-5099, prompt 2,
Safety remains Fidelity's top priority and this will never change.
Because safety is our top priority, maximizing vaccination is our
goal. Fidelity believes that having as many associates vaccinated
as possible maximizes the safety of associates, customers, vendors,
visitors to our facilities, and the community. As we consider
safety protocols in our offices, all US Fidelity regular candidates
are offered the opportunity to voluntarily disclose their
vaccination status during the hiring process.
Keywords: Fidelity Investments, Durham , Workplace Planning Associate - Durham, NC, Other , Durham, North Carolina
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