Retirement Planner - Las Vegas, NV (Remote)
Company: Fidelity Investments
Location: Las Vegas
Posted on: August 7, 2022
Job Description:
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 -Expertise -We'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 resultsThe
-Purpose -of Your RoleRetirement 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 -Skills -You 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
changeThe -Value -You 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 appropriateHow
Your Work -Impacts -the OrganizationThe 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
OVERVIEWAt 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 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 Manager, Sales
Professional, and Business Development Representative and others in
the Sales to apply.
Keywords: Fidelity Investments, Las Vegas , Retirement Planner - Las Vegas, NV (Remote), Other , Las Vegas, Nevada
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