Business Overview

Fidelity Investments offers retirement services and has grown to become the nation's leading provider of Defined Contribution, 401(k), services while anticipating the growing demand from employers looking for an integrated benefits solution, and over the last decade broadened our service offering to include:  Define Benefit, Health and Insurance, Human Resources and Payroll services.   The 401(k) Department is responsible for educating our 401(k) customers on various plan details and financial choices, while ensuring the customer gains a true understanding of the various options available to them.

 
Fidelity Investments
100 Crosby Parkway, KP2L
Covington, KY 41015
859.386.5521
www.fidelitycareers.com
julia.sweet@fmr.com

Position Description

The 401(k) Specialist represents Fidelity Investments, and its external clients, by providing pro-active financial solutions in the area of retirement planning providing a consultative dialogue with each customer to identify both their current stated needs, as well as help to uncover their unstated, hidden needs in regards to retirement planning.  With this approach, you will deliver exceptional financial customer service by building rapport and developing trust with each customer.  Due to continuous growth, we have multiple opportunities available within our Covington, Kentucky location for individuals to help us with continuing to be the nation's leading provider of defined contribution services.

Primary Responsibilities

• Be well versed in all plan assignments, procedures for investment transactions, distribution options (such as loans or withdrawals) and investment choices.
• Explain complex concepts and educate customers on various plan details and financial choices, while ensuring the customer gains a true understanding of these options. 
• Efficiently utilize a Microsoft Windows based workstation in an inbound financial service center to locate customer information, perform necessary transactions and discuss the variety of plan options available, while analyzing customers' financial data.
• Successfully obtain the Series 6 & 63 licenses if you do not already have them.
• Participate in an industry-leading, comprehensive, 6 week sponsored training program that will provide the multiple resources, tools and education needed to successfully attain the necessary licenses within the required timeframe. 

Additional Information:

Centers are open 8:00 am – 8:00 pm Monday – Friday. Training is for 6 weeks Monday – Friday 8:00 am – 5:00 pm. Typical hours after training will be 11:30 am – 8:00 pm or 12:00 pm – 8:30. Salary – 29,500, plus paid overtime and quarterly bonus.

Licensing:

Series 6 license: Registration qualifies a candidate to transact an NASD member's business in redeemable securities of companies registered. The exam is a 2-hour, 100-multiple choice questions.

Series 63 license: The exam requires one hour and fifteen minutes to complete, and contains 65 multiple-choice questions.

Fidelity does provide all of the information you need for your exams.