Workplace Planning Associate - Covington, KY

Fidelity(5 months ago)

HybridFull TimeJunior$63,023 - $83,788 (estimated)Customer Service

About this role

Entry-level client-facing role on Fidelity’s Workplace Planning and Advice team supporting inbound and outbound engagement with 401(k) participants. The position follows a multi-stage development program with training and paid support to obtain FINRA licenses and offers a career path into consultative retirement and investment planning. It emphasizes relationship-building, participant engagement, and use of Fidelity’s tools and platforms.

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Required Skills

Client Relationships
Sales Process
Warm Calling
Consultative Sales
Accountability
Goal Orientation
Technology Navigation
Salesforce
FINRA Licensing

Qualifications

SIE – FINRA
Series 07 – FINRA
Series 66 – FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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