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Fidelity Investments

Boston, MA 02298
Posted at 29 Jan, 2024

Description

Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. As you develop relationship building and industry expertise, you’ll advance to taking consultative inbound calls from current customers. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance – and to get the results you are striving toward. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! Our inclusive culture empowers associates to achieve success while building a supportive network.  From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You’ll experience variety in your work with dedicated time for development activities that go beyond answering customer calls so you can discover advanced planning roles to further your career. Ability and flexibility to work in a “hybrid” work setting, both at home and in office Salesforce Our benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Click here for a local news story about how we are helping our  employee’s payback their student loan debt (opens in a new tab) 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. 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. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. 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. 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. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Sales Assistant, Account Executive, and Customer Account Manager and others in the Sales to apply.