Fidelity Investments
Job Description: As a Workplace Planning Consultant I, you will be focused on helping our participants achieve better financial outcomes by engaging in consultative conversations about their workplace 401(k) plans and retail account options over the phone.
The Expertise Were Looking For College degree preferred Financial services experience FINRA Series 7 essential, 63 or 66 preferred The Purpose of Your Role You will provide planning and advice on a wide range of topics, including 401(k) plan e