Workplace Planning Associate - Greenwood Village, CO
Company: Fidelity Investments
Posted on: February 9, 2024
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 customers' 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 clients 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.
- As you develop relationship building and industry expertise,
you'll advance to taking consultative inbound calls from current
customers. 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 customers with the best guidance - and
to get the results you are striving toward.
You are Learning. We provide all the training you need to develop
the skills needed to service our customers 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 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
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
You can explore. You'll experience variety in your work with
dedicated time for development activities that go beyond answering
customer calls so you can discover advanced planning roles to
further your career.
The Skills You Bring
- Outstanding customer relations experience as well as an
understanding of a sales process, including customer calling and
working with warm leads
- Knowledge or experience in sales or the consultative
- Demonstrate accountability and a goal-oriented mindset
- Natural curiosity 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
- 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 clients
through profiling and utilizing consultative skills during client
- Introduce 401(k) participants to business partners to have
appropriate Investment Solutions conversations
- Set up targeted appointments while identifying opportunities to
address client needs related to products and services 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. 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, Commuter Benefit
Program, Backup Dependent Care, Charitable match, Concierge
Services, Wellness Program, and Fitness Reimbursement.
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)
Certifications: You will be given paid time and support to obtain
SIE - FINRA, Series 07 - FINRA, Series 66 Required to obtain within
the first 3.5 months
Learn More: Dynamic Working (opens in a new tab)
The base salary range for this position is $45,000 - $60,000 per
year. Placement in the range will vary based on job
responsibilities and scope, geographic location, candidate's
relevant experience, and other factors.
Base salary is only part of the total compensation package.
Depending on the position and eligibility requirements, the offer
package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and
help you live your best life at work and at home. These benefits
include comprehensive health care coverage and emotional well-being
support, market-leading retirement, generous paid time off and
parental leave, charitable giving employee match program, and
educational assistance including student loan repayment, tuition
reimbursement, and learning resources to develop your career. Note,
the application window closes when the position is filled or
Series 07 - FINRA, Series 66 - FINRA
Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees' Choice Award
, we have been recognized by our employees as a top 10 Best Place
to Work in 2024. And you don't need a finance background to succeed
at Fidelity-we offer a range of opportunities for learning so you
can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ". Most
associates will have a hybrid schedule with a requirement to work
onsite at a Fidelity work location for at least one week, 5
consecutive days, every four weeks. These requirements are subject
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, detailed in this document , 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,
We invite you to Find Your Fidelity at .
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
Accommodation Team by sending an email to , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as General, General,
and General and others in the General to apply.
Keywords: Fidelity Investments, Aurora , Workplace Planning Associate - Greenwood Village, CO, Other , Aurora, Colorado
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