Working Student in Solution Consulting for Speexx providing support to technology partners and conducting demos. Maintains demo environments and collaborates closely with technology and account management teams.
About the role
- Workplace Planning Consultant engaging participants to identify financial solutions for better outcomes at Fidelity. Facilitate retirement planning through calls to assist with 401(k) and investment strategies.
Responsibilities
- help our participants achieve better financial outcomes by engaging with participants to identify solutions that will help them in their path to financial well-being
- engaging with inactive and active 401(k) participants through inbound and outbound calls
- assisting them with their retirement planning and service needs
- use the Fidelity Relationship Model to address the participants stated needs and provide planning and advice on a wide range of topics
Requirements
- Bachelor’s degree or equivalent work experience
- Financial Services experience required
- FINRA Series 7 prior to hire and will obtain the Series 66 after hire
- The ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology with the financial planning knowledge and regulatory obligations imposed by the required licenses you hold
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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