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<h3>Job Description:</h3>The Expertise We’re Looking For<ul><li>At least 4-6 years of relevant experience at a broker-dealer, bank or transfer agency and familiarity with common operational functions. Experience will ideally include risk management, business continuity, regulatory examination, audit or other related functions.</li><li>Strong brokerage business and financial knowledge and the ability to assimilate risk assessment practices and frameworks; project management skills are a plus.</li><li>Technical and/or data expertise to source and analyze data to support operational / business process reviews.</li></ul><ul><li>Expert knowledge of MS office products such as Excel, PowerPoint.</li><li>Bachelor’s Degree required</li></ul>The Purpose of Your RoleAs the Risk Manager, you will fulfill a key role within the Risk Oversight function which includes issue management/resolution, assessment and testing program functions. This is an individual contributor position supporting the group’s general oversight program which manages incidents and prioritizes and executes in-depth risk and control assessments and/or financial control testing designed to proactively identify and mitigate risks across a diverse set of Institutional business areas. You will be responsible for executing related reviews and research individually and in partnership with team members. In addition you will actively participate in team development and contribute to Risk Oversight program goals by sharing subject matter expertise, industry insights, and best practices. The Skills You Bring<ul><li>You have strong understanding of brokerage, transfer agency and related operational processes. You have a background in risk management, audit, compliance, accounting, financial, regulatory examination, or a related function.</li><li>You are able to combine your brokerage business and financial product knowledge in sales &amp; trading, clearing, and custody with risk assessment practices.</li></ul><ul><li>You are able to identify inherent risks to the business (operational, financial, market, credit, regulatory, technology) as well as determine residual risks through a range of methods, including control effectiveness assessment and testing.</li><li>You have expertise to source and analyze data to support operational / business / financial process reviews.</li><li>You have strong research and analytical skills.</li><li>You communicate results effectively in writing and verbally, including summarizing complex information succinctly and influencing partners / stakeholders to reach consensus on issues and action plans.</li><li>You are able to drive initiatives independently from inception to completion, and achieve results within prescribed scope and timelines.</li><li>You are experienced leading risk or compliance assessments, audits, conducting control testing, or similar business projects or responsibilities.</li><li>You are familiar with brokerage rules and regulations (FINRA, SEC, Exchanges, etc.) and brokerage billing processes</li><li>You have expert knowledge of MS office products such as Excel, PowerPoint.</li><li>Familiarity with database query and analytics tools/method (e.g. SQL) is a plus.</li></ul>The Value You Deliver<ul><li>Working independently and with team members to conduct research, incident reviews, and risk assessments to effectively assess the risk profile within high risk and highly regulated business areas and drive risk reduction.</li><li>Ability to engage interested parties and facilitate discussions, working sessions, and walkthroughs to accomplish assessment milestones and follow protocols through to completion.</li><li>Analyzing complex processes and data to identify risk areas, determine the effectiveness of controls, and outline control gaps.</li><li>Mining databases and applying analytics tools/methods (e.g. SQL) to aid discovery and testing.</li><li>Recommending risk remediation actions, brokering solutions with management, and driving remediation where appropriate.</li><li>Effectively managing multiple projects and responsibilities within prescribed timelines, including individual as well as team responsibilities.</li><li>Communicating complex issues by distilling them into concise summary reports and presentations.</li><li>Producing high quality management level reporting.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionHow Your Work Impacts the OrganizationThe Fidelity Institutional Risk Oversight Group is responsible for a range of risk management functions within Fidelity Fund and Brokerage Operations &amp; Technology (FBOT) and Fidelity Institutional (FI), the division of Fidelity Investments which offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. In this role you will conduct risk assessments with a defined scope and objective to identify risks and assess controls, and work with the business to remediate residual risk, including tracking action items through to completion.<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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.

Fidelity Investments

Risk Manager, Operations

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

Fidelity’s Licensing Accelerator Program (SIE®) - Covington, KY

<h3>Job Description:</h3>The RoleThe Senior Compliance Advisor role is part of Testing and Reporting Services (TRS), within Client and Participant Services (CAPS), within Workplace Investing (WI). CAPS provides increased controls over WI’s most complex and highest exposure processes. The Senior Compliance Advisor will work in the TRS COE team, and alongside business and quality control partners. The SCA will partner with the team to improve processes, training, quality, and an outstanding client experience.The Expertise and Skills You Bring<ul><li>8+ years 401(k) Nondiscrimination testing (NDT), Form 5500, and annual 401(k) reporting expertise</li><li>Bachelor’s Degree or equivalent experience</li><li>Experience working in an Agile environment as a project lead</li><li>Experience leading operations and process design across multiple sites</li><li>Risk mitigation and analytical skills</li><li>Current ASPPA designations: QKA, QKC, QPA, and CPC desired</li><li>Learning and Development program design and facilitation expertise</li><li>Data manipulation and analytical skills applied as constructing data queries and building reports (ex. VBA, Excel, PowerBI, SQL, Tableau)</li><li>Expert level knowledge of NDT, Form 5500, annual audit, and 401(k) plan design</li><li>Ability to collaborate with the operations teams to create and detail associate procedures, with a focus on quality and risk mitigation</li><li>Possess confidence to work across all levels of the organization</li><li>Lead multiple projects and coordinate project contributors</li><li>Ability to build new hire and ongoing training programs specific to annual 401(k) compliance</li><li>Ability to summarize and clearly articulate sophisticated issues, synthesize key points and communicate findings</li><li>Highly organized, detail oriented with outstanding follow-through skills</li><li>Your ability to demonstrate strong critical thinking skills in analyzing issues and executing plans to resolve them</li></ul>The TeamThe COE team builds and maintains tools for balancing key data elements to their original source, details procedures, and facilitates cross-training to others as needed. We coordinate and own monthly system installs, including communication and documentation of installed items, setting up plans for functional and regression testing, and communicate the results of system installs to our partners. We also coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns. We focus on business partnership, credibility, and positive relationships with business partners in technology and client facing teams.Join this dynamic team in combining DC operations and client service experience with technology development and agile methods!Partners include TRS associates and leadership, Corporate Risk, WI Technology, clients (Plan Sponsors) and Managing Directors (Fidelity Relationship Managers).<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

Senior 401K Compliance Advisor

<h3>Job Description:</h3>The RoleThe Senior Manager, Personalized Planning &amp; Advice (PP&amp;A) is responsible for performing data analysis to identify trends and opportunities to make platform and process improvements and reduce operational risk across the PP&amp;A product area. Your problem solving and technical skills along with ability to synthesize findings, developing practical and realistic recommendations, and communicate results will help you excel at this position. The role blends expertise in data and analytics with a passion for delivering results in order to advocate for the participant and plan sponsor experiences. The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Outstanding analytical, conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations</li><li>Strong communication skills and proven ability to discuss and present ideas to colleagues and business partners to influence decision making</li><li>Strong project management skills with ability to take ownership of a business issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business partners, and see resolution of issue through to completion</li><li>Expertise with industry-leading analytics approaches and tools (e.g., Snowflake, SQL, EXCEL, Power BI, and Tableau) to transform data into impactful insights</li><li>Experience building visualizations to drive strategic business decision making, and empower teams with self-service analytics</li><li>Experience in managed accounts valued </li><li>Ability to identify trends and opportunities allowing the team to make platform improvements and reduce operational risk</li><li>Flexibility to manage multiple projects and reprioritize in a fast-paced environment</li><li>Self-motivated, able to take initiative and achieve strong results in an environment where collaboration is required </li><li>Passionate about the strategic use of data to drive business results</li><li>Demonstrated intellectual curiosity, initiative, and a passion for learning new skills and capabilities</li></ul>++Fidelity will not provide immigration sponsorship for this position++The Value You Deliver<ul><li>Use data to identify trends and opportunities to make platform and process improvements and reduce operational risk</li><li>Reduce overall risk for the product by recognizing areas of exposure and recommending and implementing controls to mitigate them</li><li>Triage, analyze, and resolve PP&amp;A issues and service recoveries</li><li>Work with squads and production support functions to drive root cause analysis and mitigate production issues</li><li>Collaborate with technology and business teams to deliver high-quality solutions for business problems</li></ul>The TeamFidelity Investments is the leader in providing workplace advice solutions to plan sponsors and retirement intermediaries. One of our key priorities is to enable record keepers, plan sponsors, and participants to maximize the benefit of their retirement plans by offering an integrated advice offering to enable participants to make the optimal investment decision for their retirement savings.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.

Senior Manager, PP&&A Data and Analytics Platform Support

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Customer Relationship Advocate Career Development Experience- Covington, KY

Talent Acquisition Partner Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Talent Acquisition Partner to work Covington, CO. The hourly pay rate range for this position is $30-$35 per hour.&nbsp; Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.The Role At Fidelity, our greatest asset is our associates, and we focus on building an environment that allows people to perform at their best and make an impact! The Talent Acquisition Partner is a critical member of our HR team by ensuring that we are hiring the most qualified talent for the firm.The Expertise You Have<ul><li>Previous experience with end-to-end recruiting experience </li><li>Experience with sourcing techniques including identifying passive talent, building talent pipelines, referral generation and diversity recruiting </li></ul>The Skills You Bring<ul><li>Demonstrable experience with all recruiting lifecycle components including sourcing, qualifying and assessing candidates, networking, market trends and relationship management </li><li>Proven experience using a variety of sourcing tools and resources to discover and attract candidates </li><li>Deeply detail oriented and have an ability to maintain momentum in a dynamic business environment </li><li>Ability to prioritize, multi-task and work well in a fast-paced environment </li><li>Excellent oral and written communication skills, and the ability to communicate at different levels in an organization </li><li>Passion for sourcing passive talent and staying current on recruiting trends </li></ul>The Value You Deliver<ul><li>Using deep knowledge of client business to respond to detailed candidate questions about the role and function </li><li>Leveraging recruiting tools and techniques to identify and engage potential talent and ensure ongoing talent pipelines </li><li>Keeping informed of sourcing standard methodologies and emerging tools/technologies to introduce and/or pilot when appropriate </li></ul>The Team Fidelity’s Talent Acquisition team is passionate about attracting strong talent to the firm to help drive business results. As a Talent Acquisition Partner, you will be working with Fidelity's Personal Investing and Workplace Investing business units to source, interview and hire for entry level customer service and sales roles within our Regional Centers. Additionally, you will build relationships with candidates and business partners to ensure a positive hiring experience.Dynamic Working 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 all business days of every other week in a Fidelity office. &nbsp;<h4>Company Overview</h4>&nbsp; Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com(opens in a new tab). 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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.<h4>Information about Fidelity Investments</h4>At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com(opens in a new tab).Fidelity’s hybrid working model&nbsp;(opens in a new tab)blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Talent Acquisition Consultant

<h3>Job Description:</h3>The RoleThe COE team builds and maintains tools for Fidelity’s 401(k) compliance services, including nondiscrimination testing, Form 5500, annual reporting, and contribution allocation services. We coordinate with clients to support them in annual 401(k) plan administration. We document, prioritize, and test stories for agile development by partners in WI Technology. Setup functional and regression testing, and communicate the results of system installs to our partners. We coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns. Sprint and Quarterly development planning, communication with business leadership, and ongoing monitoring and communication of status. Mitigate risk with incident management and install validation. We partner across business units to develop scale, efficiency, and positive client experiences with Communications, Process, and Technology.The Expertise and Skills You Bring<ul><li>5 years Form 5500, 401(k) audit, or annual 401(k) reporting expertise required</li><li>Bachelor’s Degree or equivalent experience</li><li>Experience working with program and project management</li><li>Experience with technology development lifecycles (Waterfall, Agile, Scrum)</li><li>Risk mitigation and analytical abilities</li><li>Current ASPPA designation preferred</li><li>Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)</li><li>Highly organized, detail oriented with outstanding follow-through</li><li>Knowledge of Form 5500, annual audit, and 401(k) plan design</li><li>Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures</li><li>Ability to develop business requirements for annual updates to Form 5500 and annual reporting systems</li><li>Experience with test case design and execution a plus</li><li>Lead projects and coordinate project contributors</li><li>Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings</li></ul>The TeamTesting and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations &amp; Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction. The TRS Center of Excellence (COE) team is a group of analysts, project managers, and compliance experts who work with teams across TRS and Fidelity Workplace Investing on modernization efforts in Process and Technology. The Compliance Advisor role is a member of the COE team, and this role will focus on plan year end reporting procedures and system support, Form 5500 procedures and system support, and inventory/billing management.<h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

401K Compliance Project Manager

<h3>Job Description:</h3>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.<ul><li>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.</li><li>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.</li><li>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.</li></ul>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<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur 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:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Workplace Planning Associate - Covington, KY

<h3>Job Description:</h3>The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. <a href="http://cdn-static.findly.com/wp-content/uploads/sites/1439/2024/03/27182711/TPBS-CRA-0324-COV-JAX.pdf" target="_blank">(Learn More)</a> Fidelity Investments does not offer work visas for this role<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Customer Service Representative- Covington, KY

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Our Investments in YouOur benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click to learn more about <a href="https://youtu.be/-i_EHywUnjw" target="_blank">Training Opportunities at Fidelity (opens in a new tab)</a> and how we support our associates</li></ul>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – Midnight ESTFidelity Investments does not offer work visas for this role<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’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.

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