Workplace Planning Consultant I - Durham, NC

Durham, NC
March 08 2019
As a WorkplacePlanning Consultant I, you will be focused on helping our participants achievebetter financial outcomes by engaging in consultative conversations about theirworkplace 401(k) plans and retail account options over the phone. You will provideplanning and advice on a wide range of topics, including 401(k) plan enrollments,distribution options, account consolidation options, investment strategies, andretirement readiness. By using digital resources and support tools, you willrecognize and present guidance on a plan that best meets the participant'sinvestment goals.

The Team

The WorkplacePlanning Consultant is part of Fidelity's Workplace Planning and Advice group.We are a leading provider of investment management, retirement planning, familyconversations, portfolio guidance, brokerage, benefits outsourcing, and manyother financial products and services. We believe in building relationships,not just in building sales or building our assets. After all, our clients willplace their investments, their savings, and their futures in your hands. Acareer at Fidelity means you'll be the one who will personally work with themto help achieve their dreams- whether that's saving for college, forretirement, for a big vacation, or anything else. This is an importantresponsibility and that's why we'll surround you with amazing, supportivepeople and all the tools you need.

The Expertise you have
  • College degree preferred
  • Financial services experience
  • FINRA Series 7 essential, 63 or 66 preferred

The Skills You Bring
  • You have superb relationship and customer experience excellence
  • Your financial acumen and knowledge of the financial services market, economy and industry trends will prepare you for this role
  • Your extraordinary interpersonal and communication skills will allow you to understand a participant's situation and provide appropriate solutions and next steps in a single interaction

The Value You Deliver
  • Uncovering and identifying the needs while providing guidance on asset-related decision-making
  • Advocating for healthy savings habits
  • Introducing digital relationship options so the participant can maintain and monitor their accounts
  • Resolving needs of the participant to ensure a positive experience

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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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