Job Description:

We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. In this role you will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.

The Expertise We’re Looking For

• A college degree is encouraged yet not required
• Customer service, sales, phone or financial services experience will prepare you for this role
• Banking, insurance, or financial experience is a great addition to your experience
• Series 7 license is to be obtained within three months of hire
• Series 66 license within 90 days of passing the Series 7exam

The Purpose of Your Role

The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.

The Skills You Bring

• Superb interpersonal, customer interaction, and communication skills
• An aptitude for sales to dedicatedly identify leads
• Consistent attention to detail and prioritization ability
• Computer literacy having worked with multiple applications in the past

The Value You Deliver

• You are developing rapport with Fidelity’s non-profit and public sector clients daily
• You will directly impact TEM opportunities by identifying needs
• You will learn how to handle a book of business while working closely with the Participant Engagement team.
• Your efforts will be valued by clients and you will find working with those clients a rewarding experience.

How Your Work Impacts the Organization

You will be an instrumental partner to individuals and families planning for retirement.

You’ll play a meaningful role in promoting customer dedication.

You will dedicatedly work with business partners and team members to understand the relevant details of your client’s needs and goals.

Certifications:

Series 07 – FINRA, Series 66 – FINRA