Talent.com
Workplace Planning Consultant
Workplace Planning ConsultantFidelity Investments • Covington, KY, United States
Workplace Planning Consultant

Workplace Planning Consultant

Fidelity Investments • Covington, KY, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description :

Is it time to make new investments into 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 participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

What to expect…

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

The Skills You Bring

Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

Knowledge or experience in sales or the consultative relationship process

Demonstrate accountability and a goal-oriented mindset

Natural and demonstrated success in asking deeper questions to fully understand the client’s situation

Ability and flexibility to work in a “hybrid” work setting, both at home and in office

Comfortable with technology and ability to navigate multiple systems simultaneously

Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Value You Deliver

Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our Investments in You

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed) : Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

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 (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)

Required Certifications : You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66

Certifications :

Series 07 - FINRA, Series 66 - FINRA

Category :

Customer Service, Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

serp_jobs.job_alerts.create_a_job

Workplace Consultant • Covington, KY, United States

Job_description.internal_linking.related_jobs
Mental Health Therapist

Mental Health Therapist

SonderMind Careers • Berry, KY, US
serp_jobs.job_card.full_time
SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Plant Maintenance Worker, SMS

Plant Maintenance Worker, SMS

EDW C Levy • Ghent, KY, United States
serp_jobs.job_card.full_time
The Levy Group of Companies is seeking a.The Plant Maintenance Worker will analyze malfunctions and repairs, rebuilds, and maintains crushing, screening, and conveyor equipment.Tuition Assistance / R...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Entry Level Production - NTP Gallatin 1

Entry Level Production - NTP Gallatin 1

Nucor Harris Rebar • Ghent, KY, US
serp_jobs.job_card.full_time
Nucor is North America's largest recycler and most diversified steel and steel products company.Since 1969, we've led the industry in developing innovative technologies for recycling scrap into hig...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer

Remote Financial Analyst - AI Trainer

Data Annotation • Hamilton, Ohio
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Event Staff - Weekly Pay

Event Staff - Weekly Pay

Allied Universal • Williamstown, KY, United States
serp_jobs.job_card.part_time
US-KY-Lexington | US-KY-Louisville | US-KY-Williamstown.Kick off your exciting career in Event Security with Allied Universal Event Services, the go-to leader in crowd management and event staffing...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
HHA

HHA

Interim HealthCare • Moores Hill, IN, US
serp_jobs.job_card.full_time +2
This case is a split shift Saturdays, Sundays, Tuesdays, Thurs 7-10a and 5p-8p Wed and Fri 5p-8p (30 hours weekly).As a Home Health Aide, you will be called to care when you're needed most.As p...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Commercial Banking Analyst - AI Trainer

Remote Commercial Banking Analyst - AI Trainer

Data Annotation • Fairfield, Ohio
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Side Hustle Specialist (Evenings & Weekends)

Side Hustle Specialist (Evenings & Weekends)

Finance Buzz • Alexandria, Kentucky, US
serp_jobs.job_card.full_time +1
We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Side Hustle Developer

Remote Side Hustle Developer

Finance Buzz • Harrison, Ohio, US
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
This position is for individuals who want to develop a side income stream while still working full time.You will test different small-scale remote opportunities, learn what works, and grow what pro...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Side Income Opportunity - Work Your Own Hours

Side Income Opportunity - Work Your Own Hours

Finance Buzz • Falmouth, Kentucky, US
serp_jobs.job_card.part_time +1
We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Side Hustle Evaluator - Flexible Online Gig Work

Remote Side Hustle Evaluator - Flexible Online Gig Work

Finance Buzz • Verona, Kentucky, US
serp_jobs.filters.remote
serp_jobs.job_card.temporary
Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Events & Marketing Assistant (Federal Work Study)

Events & Marketing Assistant (Federal Work Study)

Northern Kentucky University • Highland Heights, KY, United States
serp_jobs.job_card.full_time
Events & Marketing Assistant (Federal Work Study).The department is open Monday-Friday, 8 : 15 am-4 : 30 pm (hours can vary each day by the student's class schedule). There may be some evening or weeken...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Functional ERP Consultant - Accounting / Finance

Functional ERP Consultant - Accounting / Finance

Vaco by Highspring • Mason, OH, US
serp_jobs.job_card.full_time
Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licens...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
REVENUE AUDITOR

REVENUE AUDITOR

Belterra Casino Resort • Florence, IN, US
serp_jobs.job_card.full_time
Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States.Never conte...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Workplace Planning Associate - Covington, KY

Workplace Planning Associate - Covington, KY

Fidelity Investments • Mason, OH, United States
serp_jobs.job_card.full_time
Is it time to make new investments into 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 ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer

Remote Financial Planner - AI Trainer

Data Annotation • Fairfield, Ohio
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Auto Mechanic

Auto Mechanic

Gillman Home Center • Brookville, IN, US
serp_jobs.job_card.full_time
Perform maintenance on fleet vehicles while being mindful of cost and having a reasonable turnaround time for the customer. Mon- Fri 7 : 00am – 4 : 00pm and .Inspect vehicle components to dia...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Side Hustle Project Lead

Side Hustle Project Lead

Finance Buzz • Bellevue, Kentucky, US
serp_jobs.job_card.full_time +1
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted