Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Workplace Planning Associate -Smithfield, RI image - Rise Careers
Job details

Workplace Planning Associate -Smithfield, RI

Job 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. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

What to expect…

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.

  • You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.
  • You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.
  • As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

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 participants with the best guidance – and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. 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 can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

The Skills You Bring

  • Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
  • Knowledge or experience in sales or the consultative relationship process
  • Demonstrate accountability and a goal-oriented mindset
  • Natural and demonstrated success in asking deeper questions to fully understand the client’s situation
  • Ability and flexibility to work in a “hybrid” work setting, both at home and in office
  • Comfortable with technology and ability to navigate multiple systems simultaneously
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Note: Fidelity is not providing immigration sponsorship for this position

The Value You Deliver

  • Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
  • Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
  • Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
  • Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our Investments in You

Our benefits programs 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, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • 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)

Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service, Sales

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

We welcome those with experience in jobs such as Senior Accountant, Billing and Posting Clerk, and Bookkeeper and others in the Accounting and Finance to apply.

Average salary estimate

$57500 / YEARLY (est.)
min
max
$50000K
$65000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
S&P Global Hybrid New York, New York, United States
Posted 8 days ago

Become a valued part of S&P Global as a Customer Support Analyst, delivering exceptional service to our diverse range of clients.

Photo of the Rise User

Be part of a dedicated team at Hackensack Meridian Health, ensuring high-quality patient care as a Monitor Technician.

Photo of the Rise User
Posted 11 days ago

Join the Boston Red Sox team as a Client Services Associate to create exceptional experiences for our premium members at Fenway Park.

Photo of the Rise User
Susquehanna Community Bank Hybrid Mifflinburg, Pennsylvania, United States
Posted 12 days ago

Join Susquehanna Community Bank as a Customer Service Representative and contribute to enhancing the banking experience for our valued customers.

Photo of the Rise User
Posted 10 days ago

Join Foster Farms as a Customer Service Representative, where you'll play a key role in delivering exceptional service to our valued clients.

Photo of the Rise User

We are looking for a Senior Customer Service Representative to enhance the economic lives of New Yorkers through exceptional service and support at the NYC Department of Consumer and Worker Protection.

Posted 8 days ago

Become a vital part of the University of Arkansas by assisting customers with parking services in a welcoming and professional environment.

Photo of the Rise User

Join Oscar Medical Group as a Bilingual Medical Assistant to innovate and support personalized healthcare delivery remotely.

Photo of the Rise User
Posted 11 days ago

Join Public Storage as a Field Customer Service Representative, where you'll play a pivotal role in providing top-notch service to our customers.

Photo of the Rise User
Posted 12 days ago

Join Veolia Water Tech & Solutions as a Customer Service Representative and help drive customer satisfaction while supporting ecological transformations.

Photo of the Rise User
Amperity Hybrid Seattle, Washington, United States
Posted 3 days ago
Dental Insurance
Vision Insurance
Paid Holidays

As a Senior Customer Success Manager at Amperity, you'll empower customers to unlock the true value of their data while collaborating with diverse teams to ensure lasting success.

Photo of the Rise User

Join PSI as a Fire Sprinkler Test & Inspection Technician to ensure the safety and compliance of fire systems while developing strong customer relationships.

Photo of the Rise User

Fifth Third Bank is looking for a Float Personal Banker Associate I to enhance customer experiences and manage daily banking transactions in Northeast Indiana.

MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 28, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Dayton just viewed Plant Engineer I - HVAC at Pfizer
Photo of the Rise User
Someone from OH, Dayton just viewed Entry Level Industrial Engineer at Boeing
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer Intern at Marvin
Photo of the Rise User
Someone from OH, Dayton just viewed Assessment Engineering Intern at Learning A-Z
C
Someone from OH, Dayton just viewed Project Engineer at CRB
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer III at Agile Space Industries
Photo of the Rise User
8 people applied to Cashier (Part-time) at Datadog