Workplace Planning Associate - Greenwood Village, CO

Fidelity(4 months ago)

HybridFull TimeTrainee$45,000 - $47,500Customer Service

About this role

An entry-level role within Fidelity’s Workplace Planning and Advice call team focused on career development and licensing in the retirement services space. The position provides structured training, paid support to obtain FINRA licenses, and career coaching to advance into consultative planning roles. It offers a hybrid work arrangement and comprehensive benefits as part of a long-term career path at Fidelity.

View Original Listing

Required Skills

Client Relationships
Consultative Sales
Lead Management
Appointment Setting
Book Management
Salesforce
Technology
Communication

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.

View more jobs at Fidelity →