Financial Planning Associate

Company: Fidelity Investments
Location: Chapel Hill
Posted on: June 19, 2022

Job Description:

Job Description:Have you recently graduated or will be graduating in 2022 from college and looking to explore a sales career with an industry leader? - Are you a highly innovative, upbeat, self-motivated individual who thrives in a collaborative, fast paced, and customer focused environment? - If yes, please consider joining Fidelity Investments' sales teams where you will become part of a team that is committed to cultivating and developing your career in financial services. -Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.Relocation assistance may be available for those who meet eligibility requirements.The Expertise We're Looking For

• Outstanding customer relations experience
• Sales experience is a plus
• FINRA Series 7 OR ability to acquire series 7 upon hire
• High degree of motivation and able to work collaboratively
• Knowledge of a consultative relationship process helpfulThe Purpose of Your RoleAs part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. Engaging inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads as well as taking inbound calls.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance - and to get the results you are striving toward.The Skills You Bring
  • An understanding of a sales process, including customer calling and working with warm leads
  • Active listening and time-management skills
  • Being coachable, collaborative, and curious are your "go to" attributesOur Investments in YouWe believe it is important to approach life holistically. Our are crafted to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers:
    • Click here for a local news story about how we are helping our Training for Your RoleWe offer a paid, industry-leading development program that will fully prepare you to engage with customers while acquiring your Series 7 and 66 licenses.
      • Click to learn more about and how we support our associates to obtain their securities licensesThe Value You Deliver
        • Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
        • Building rapport and opening a conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
        • Learn book-management skills and effectively handling leads through lead utilization
        • Set up targeted appointments to address client needs related to products and servicesHow Your Work Impacts the OrganizationThis role is part of Fidelity's Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.Fidelity Investments is an equal opportunity employer.This opportunity is brought to you by Fidelity University Talent.Certifications:Series 07 - FINRA
          Company OverviewFidelity 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 UsAt 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 , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "."We invite you to Find Your Fidelity at .
          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 Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Sales Assistant, Territory Sales Professional, and Franchise Executive and others in the Sales to apply.

Keywords: Fidelity Investments, Chapel Hill , Financial Planning Associate, Accounting, Auditing , Chapel Hill, North Carolina