Job Description: We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone.
The\u00A0Expertise\u00A0We re Looking For Series 7 & Series 63 licenses required
Series 66 required within 90 days of hire
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\u00A0Purpose\u00A0of 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\u00A0Skills\u00A0You 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\u00A0Value\u00A0You 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
Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
Understanding and articulating Fidelity Viewpoints to provide general education to clients
Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
How Your Work\u00A0Impacts\u00A0the Organization The Retirement Planner provides education and support for our workplace participants. You re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
CERTIFICATIONS: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)
COMPANY OVERVIEW At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview 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 clients money.
Join Us 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office. 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, phencyclidine. We invite you to Find Your Fidelity at
fidelitycareers.com. 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 belonging.
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
******** .