Fidelity Investments
Offering Investment
Write a review
3 years ago
Contract type
Unlimited employment
Seniority level
Mid-senior level
Work amount
90% till 100%
Work area
- Accounting & Finance
- Audit
- Investment Managment
- Investment Consulting
- Analyst/Research
- Trading
- Derivatives Structuring
- Portfolio Management
- Research
- Sales & Marketing
- Communication/PR
- Advisory
- Banking
- Branch and Retail Services
- Wealth Management
- Corporate Financing
- Investment Banking
- Corporate Banking
- Insurance services
- Investment
- Investment Plan Sponsor
- Sales
- Risk Management
- Back Office
- Trading & Payment
- Fund Administration
- Custody
- Legal & Compliance
- Legal Structures & Inheritance planning
- Audit
- Compliance Regulatory
- HR & Recruitment
- Recruitment
- Information Technology
- Software
- Hardware
- Sales & marketing
- Event organizer
- Investor relations
- Advertising
- Communication
Required languages
English
Please refer to SmartMoneyMatch in your application
Retirement Planner - Salt Lake City Job Description: Put your expertise in retirement planning to work every day The Expertise We're Looking For Series 7 & Series 63 licenses required 2+ years of experience in a customer service or sales role preferred Knowledge of tax exempt retirement products and services highly desirable Previous phone center experience preferred Demonstrated ability to deliver exceptional customer results The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The Skills You Bring Your comprehensive understanding of the current market, economy, & economic trends Your robust consultative, influencing and communication skills Proven capability to be proactive and demonstrate initiative Strong time management and prioritization skills Your receptiveness to feedback and willingness to adapt to change The Value You Deliver Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as fundamental guidance to help with choosing their investment strategy Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
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