• Fidelity Investments
  • $47,200.00 -75,190.00/year*
  • Cape Coral, FL
  • Advertising/Marketing/Public Relations
  • Full-Time
  • 4117 Coronado Pkwy

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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 participants investment goals.
The Team
The Workplace Planning Consultant is part of Fidelitys Workplace Planning and Advice group. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. 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. A career at Fidelity means youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and thats why well surround you with amazing, supportive people and all the tools you need.
The Expertise you have
  • College degree preferred
  • Financial services experience
  • FINRA Series 7 essential, 63 or 66 preferred
The Skills You Bring
  • You have superb relationship and customer experience excellence
  • Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare your 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
The Value You Deliver
  • Uncovering and identifying the needs while providing guidance on asset-related decision-making
  • Advocating for healthy savings habits
  • Introducing digital relationship options so the participant can maintain and monitor their accounts
  • Resolving needs of the participant to ensure a positive experience
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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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