Workplace Planning Associate - Westlake, TX

About the position

The Workplace Planning Associate role at Fidelity Investments is designed for individuals looking to start a career in financial services. This entry-level position focuses on building relationships with clients through outbound and inbound calls, guiding them through their 401(k) options, and introducing them to Fidelity's services. The role emphasizes professional growth, training, and support, allowing associates to develop their skills and advance within the company.

Responsibilities

• Connect with clients to build effective relationships through calling and engaging warm leads.
• Guide inactive and active 401(k) participants through their available options.
• Take consultative inbound calls from current customers as expertise develops.
• Utilize Fidelity's Relationship Model and planning culture to assist clients.
• Study for FINRA licensing exams with provided training resources.

Requirements

• Outstanding customer relations experience and understanding of a sales process.
• Knowledge or experience in sales or consultative relationship processes.
• Demonstrated accountability and a goal-oriented mindset.
• Natural curiosity and success in asking deeper questions to understand clients' situations.
• Ability to work in a hybrid work setting, both at home and in the office.
• Comfortable with technology and navigating multiple systems.

Nice-to-haves

• Experience in financial services or investment planning.
• Familiarity with Salesforce or similar CRM tools.

Benefits

• Wellness program
• Commuter assistance
• Disability insurance
• Health insurance
• Dental insurance
• 401(k) with 7% match
• Flexible spending account
• Tuition reimbursement
• Paid time off
• 401(k) matching
• Gym membership
• Loan assistance