Workplace Planning Associate - Jacksonville, FL

Fidelity Investments • Jacksonville, FL

400d • Onsite

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 effective communication and guidance on their 401(k) options. Associates will receive comprehensive training and support to develop their skills and advance within the company, with opportunities to take on consultative roles and engage with clients directly.

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 ability to ask deeper questions to understand client 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.

Responsibilities

• Connect with clients to build effective relationships through outbound and inbound calls.
• Guide 401(k) participants through their available options and introduce them to Fidelity's services.
• Develop relationship-building skills and industry expertise to advance in the role.
• Utilize Fidelity's Relationship Model and planning culture to assist clients effectively.
• Complete necessary FINRA licensing exams with provided training and support.

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
• Parental leave
• Vision insurance
• Gym membership
• Loan assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree