Hybrid Workplace Planning & Advisory Associate

Fidelity Investments Inc.; Dallas (TX); Hybrid; Full time

Benefits offered by this job

Maternal and Parental Leave

Tuition Reimbursement

401(K) 7% match

Health Insurance

Paid Time off

Job summary

A leading financial services firm in Texas is seeking a Workplace Planning Associate to connect with clients and guide them in managing their 401(k) options. This role involves training for FINRA licensing and developing customer relations. Ideal candidates will have sales experience and a goal-oriented mindset. The position offers an inclusive culture with opportunities for career growth and training resources.

Qualifications

• Outstanding customer relations experience as well as an understanding of a sales process.
• Demonstrate accountability and a goal-oriented mindset.
• Natural curiosity and demonstrated success in asking deeper questions.

Responsibilities

• Connect with clients to build effective relationships.
• Guide clients through available options for their 401(k) accounts.
• Handle consultative inbound calls from current customers.

Skills

Customer relations experience

Sales process understanding

Goal-oriented mindset

Natural curiosity

Technology comfort

Ability to complete FINRA licensing

Tools

Salesforce

Job description

A leading financial services firm in Texas is seeking a Workplace Planning Associate to connect with clients and guide them in managing their 401(k) options. This role involves training for FINRA licensing and developing customer relations. Ideal candidates will have sales experience and a goal-oriented mindset. The position offers an inclusive culture with opportunities for career growth and training resources.