Posted 2 months ago
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Join Fidelity's Workplace Planning and Advice team on outbound and inbound calls engaging 401(k) participants. You will guide active and inactive participants through available options while introducing them to Fidelity's services, building relationships and developing consultative skills. The role includes comprehensive training and a licensing pathway (SIE, Series 7, Series 66) with no finance background required, and offers career growth within Fidelity's planning culture. The position is hybrid, supporting development with dedicated time for learning and advancement into more advanced planning roles.
- Compensation
- Not specified
- City
- Covington
- Country
- United States
Currency: Not specified
Full 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, youll 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 dont 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 youll 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. Youll 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 clients 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 employees 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 - FINRACategory:
Customer Service, SalesMost 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 Fidelitys 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.
Company overview
At Fidelity, we are passionate about 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. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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Learn about our guidelines for use of AI when applying for a Fidelity job
If you would like to request an accommodation, please contact us at:
accommodations@fmr.com
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About Fidelity
Join us
At Fidelity, youll 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. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a Best Place to Work in 2026. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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 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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
Fidelity is invested in you
Committed to Professional Development
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment
Discover opportunities to build a fulfilling career within a supportive culture that celebrates individuality. We empower our associates to pursue career paths that align with their unique goals and personalities.
Giving back to our communities
Throughout Fidelity, youll find a genuine commitment to social responsibility where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,500 associates donate time annually from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $14.9billion in donor-recommended grants to charity in 2024.
- Supported more than 433,000 unique charities around the world.
- Since its inception, more than $100 billion has been given to public charities.
