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Job Description :
We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions.
We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship in the public sector.
The u00A0 Expertise u00A0We re Looking For
The u00A0 Purpose u00A0of Your Role
The Associate Retirement Planner is not only a voice for Fidelity but also a key member of the regional center team. You will open up conversations, listen for needs, identify new opportunities, and help springboard appointments for phone and field consultants.
The u00A0 Skills u00A0You Bring
The u00A0 Value u00A0You Deliver
How Your Work u00A0 Impacts u00A0the Organization
You will be an instrumental partner to individuals and families planning for retirement.
You ll play a meaningful role in promoting customer dedication.
You will dedicatedly work with business partners and team members to understand the relevant details of your client s needs and goals.
Certifications :
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity 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 Us
At 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
Glassdoor Employees Choice Award
we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .
Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document
and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
fidelitycareers.com
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 Accommodation Team by sending an email to
accommodations@fmr.com
Last updated : 2024-05-08
Full Time
$92k-119k (estimate)
05/10/2024
05/12/2024
fidelitytalentsource.com
Boston, VA
The job skills required for Associate planner include Planning, Communication Skills, Customer Service, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate planner positions, which can be used as a reference in future career path planning. As an Associate planner, it can be promoted into senior positions as a Machine Shop Maintenance Supervisor II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate planner. You can explore the career advancement for an Associate planner below and select your interested title to get hiring information.
If you are interested in becoming an ASSOCIATE PLANNER, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an ASSOCIATE PLANNER for your reference.
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Quotes from people on ASSOCIATE PLANNER job description and responsibilities
The associate planner works under the supervision of the planning manager.
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Before a meeting, for example, planners will meet with clients to estimate attendance and determine the meeting’s purpose.
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Planners oversee many aspects of the event at the same time, face numerous deadlines, and orchestrate the activities of several different groups of people.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on ASSOCIATE PLANNER jobs
On the day of the event, planners may register attendees, coordinate transportation, and make sure meeting rooms are set up properly.
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