Job Description

Job Description: Have a passion for helping people? Join our team of Workplace Planning and Advice Associates where you’ll have dedicated time to focus on growth, career development, and renewal, while you support our customers on inbound and outbound calls. This experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you’ll support Fidelity’s customers over the phone with a broad range of service needs while preparing for a future engaging inactive and active 401(k) participants introducing them to our services and guiding through their available options. What to expect…In your first year as a new Workplace Planning and Advice Associate, you’ll be supported by a group of leaders, coaches, mentors, and experienced associates as you go through licensing, development, and career progression. Obtain Licenses: Our industry-leading and paid licensing program will prepare you to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and Series 66 licenses. Fidelity will not only sponsor you through your licensing journey, but will also provide layers of support through licensing coaches, group and individualized study plans, and review classes.