Team Leader, Workplace Planning and Advice

Company: Fidelity Investments
Location: Smithfield
Posted on: March 13, 2023

Job Description:

Job Description:Team Leader, Workplace Planning and Advice---Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.--- Abby Johnson Chairman & CEO Fidelity InvestmentsIs it time to explore new challenges in your career?At Fidelity, we help our clients and our associates achieve success through relationships built on effective planning and advice. With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.The Expertise We re Looking For

• Previous management experience in financial services and/or previous experience in a competitive environment
• Sales management and/or financial planning experience preferred
• Series 7 and 66 or 63/65 are required, 9/10 licenses preferred or able to obtain upon hireThe Purpose of Your RoleWorkplace Planning and Advice (WPA) Mission: Inspire better futures for workplace clients through deeper financial planning, in-plan advice and highly motivated, diverse associates working together.The Team Leader in Workplace Planning and Advice will have the opportunity to develop their leadership and management skills in an employee-fueled, customer-obsessed, results-oriented culture. You will lead a group of associates who engage Workplace participants with inbound and outbound phone calls, by utilizing consultative strategies and techniques to discuss investment goals and solutions.The Skills You Bring
  • Your outstanding mentoring and leadership skills, and ability to engage and motivate others
  • Your ability to effectively coach others, helping build critical skills that allow associates to achieve their full potential
  • Your relationship expertise, leading with empathy and enhancing team cohesion
  • Your passion and knowledge of Fidelity s planning and advice offering; a planning and competitive mindset
  • Your experience with regulatory and compliance practices and rulesThe Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
    • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver
      • Motivate, inspire, and engage associates, while creating an environment that your team is as excited to be a part of as you are.
      • Coach, teach, and drive excellence in behaviors and results that span areas such as advice interactions, customer relationship building, balanced quality interactions, consultative strategies and solutions, and plan sensitivity
      • Partner frequently with peers locally and nationally to maintain a culture of collaboration and success, while working to achieve the WPA mission
      • Partner with associates to build personalized plans that support their development towards career goals
      • Review salesforce dashboards and coach to practice management standards to drive associate execution of tasks and opportunities
      • By providing value to plan participants we deepen our relationship with plan sponsors to ensure we are the recordkeeper of choiceWe believe in being TogetherFidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Covid Work Policy:Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.Dynamic working post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Learn More: Dynamic Working Certifications:Series 07 - FINRACompany OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."We invite you to Find Your Fidelity at .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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Keywords: Fidelity Investments, Providence , Team Leader, Workplace Planning and Advice, Hospitality & Tourism , Smithfield, Rhode Island