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<h3></h3><h3>Job Description:</h3><p>We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! <strong>The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). </strong>We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>Series 7 &amp; Series 63 licenses required</p></li><li><p>Series 66 required within 90 days of hire</p></li><li><p>2+ years of experience in a customer service or sales role preferred</p></li><li><p>Knowledge of tax exempt retirement products and services highly desirable</p></li><li><p>Previous phone center experience preferred</p></li><li><p>Demonstrated ability to deliver exceptional customer results</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Your comprehensive understanding of the current market, economy, &amp; economic trends</p></li><li><p>Your robust consultative, influencing and communication skills</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Strong time management and prioritization skills</p></li><li><p>Your receptiveness to feedback and willingness to adapt to change</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</p></li><li><p>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</p></li><li><p>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</p></li><li><p>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</p></li><li><p>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</p></li><li><p>Understanding and articulating Fidelity Viewpoints to provide general education to clients</p></li><li><p>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><h3>CERTIFICATIONS:</h3><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) </p><h3>COMPANY OVERVIEW</h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Retirement Planner - Las Vegas, NV

<h3>Job Description:</h3>Job Description<h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</h3><h3>Henderson</h3><h3><strong>Client Support Specialist</strong></h3><p>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong><strong>The <strong>Team</strong></strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong><strong>The <strong>Expertise</strong> You Have</strong></strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong><strong>The <strong>Skills</strong> You Bring</strong></strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong><strong>The <strong>Value</strong> You Deliver</strong></strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

2 Project Management / Professional Services Jobs in Nevada