984 Corporate Planner jobs in the United States

Our client is seeking a highly creative and experienced Executive Corporate Event Planner to join their fully remote operations team. This role is crucial for conceptualizing, managing, and executing a diverse range of high-profile corporate events, from intimate executive retreats to large-scale international conferences. You will be responsible for every aspect of event planning, including budget management, vendor negotiation, theme development, logistics coordination, and on-site execution (if applicable, remotely managed). The ideal candidate thrives in a fast-paced, deadline-driven environment and possesses exceptional organizational, communication, and interpersonal skills. As a remote-first position, you will collaborate closely with internal stakeholders and external partners through digital platforms, ensuring seamless event delivery.

Key Responsibilities:

• Conceptualize and develop unique event themes and concepts aligned with client objectives and brand identity.
• Manage event budgets meticulously, ensuring cost-effectiveness and maximizing ROI.
• Source, vet, and negotiate contracts with vendors, including venues, caterers, AV providers, entertainment, and staffing.
• Oversee all logistical aspects of events, including travel arrangements, accommodation, registration, and on-site management (remotely coordinated).
• Develop detailed event timelines and project plans, ensuring all milestones are met.
• Collaborate with marketing and communications teams to develop event promotion strategies and materials.
• Manage guest lists, invitations, and RSVP tracking.
• Provide exceptional client service, acting as the primary point of contact for event-related inquiries.
• Conduct post-event evaluations, gathering feedback and preparing comprehensive reports for stakeholders.
• Stay current with industry trends, emerging technologies, and best practices in event management.
• Effectively utilize virtual collaboration tools to manage projects and communicate with distributed teams.
• Troubleshoot and resolve any event-related issues promptly and professionally, often with remote oversight.

Qualifications:

• Bachelor's degree in Hospitality Management, Marketing, Communications, or a related field.
• Minimum of 7 years of proven experience in corporate event planning, with a strong portfolio of successful events.
• Demonstrated expertise in managing budgets exceeding $500,000.
• Exceptional negotiation and vendor management skills.
• Proficiency in event management software and virtual collaboration platforms.
• Strong understanding of AV, staging, lighting, and production elements.
• Excellent problem-solving and decision-making abilities.
• Outstanding communication, presentation, and interpersonal skills.
• Ability to multitask, prioritize, and manage time effectively in a remote setting.
• Creative thinker with a keen eye for detail and aesthetics.
• Experience in managing international events is a significant advantage.
• Must be adaptable, proactive, and able to work independently with minimal supervision.

This is an exciting opportunity to shape memorable experiences for leading organizations, working from your home office. Join a vibrant team dedicated to excellence in event execution, serving clients across various industries. This role is based in Houston, Texas, US , but is fully remote.

**Job Description**
_This role is categorized as_ **_HYBRID_** _. This means the successful candidate is expected to report to GM - Cadillac Tower building three times per week, at minimum. This job may be eligible for relocation benefits._
As a **Media Planner** for **Corporate Brands** , you will play a key role in shaping media strategy and planning for your assigned brands. You will be asked to bring new ideas and strategies that will elevate the brand presence and positively influence our relationship to deliver on key media and brand's unique KPIs. You will work across a diverse portfolio of corporate brands, gaining exposure to a variety of brand strategies, market segments, and operational models.
**KEY RESPONSIBILITIES:**
+ Collaborate with internal stakeholders and external agencies to gather inputs, build media plans using reach planning tools, generate outputs, and identify optimization opportunities.
+ Work with internal and external stakeholders in the development of reports, mix models, identify and drive media KPIs across all channels and optimization plans.
+ Monitor and analyze key performance metrics; optimize campaign activities.
+ Work effectively with the Brand, Product, Sales Operations, and Performance Marketing teams to understand brand initiatives, objectives, and goals to drive the most effective media plans.
+ Effectively manage the allotted budget and drive appropriate investments and mix for your assigned nameplates and campaigns.
+ Work with internal stakeholders to identify and implement new media strategies.
+ Develop fresh insights to drive innovation and keep up with current/future trends in media while enabling a smarter and more effective media strategy and buying decisions.
+ Present and inform leadership across sales and marketing of media plans.
+ Develop and foster a strong relationship with MediaOne central experts including Audience, Ad Tech, and channel leads.
+ Develop and foster a strong relationship with Sales Operations stakeholders, including Regional Directors, Regional Field Operation Managers, and Retail Marketing Managers.
+ Direct work with our Media AORs and with our media operations process.
**REQUIRED CORE COMPETIENCIES:**
+ Forward looking mindset; the ability to spot trends and understand where the industry and opportunity will be in the future
+ Thinks strategically and navigates effectively though complex situations
+ Analytical data experience
+ Ability to deliver results in an ambiguous environment
+ Strong communication skills and the ability to influence
+ Excellent research and presentations skills
+ Takes initiative, is proactive, and composed under pressure
**REQUIRED QUALIFICATIONS:**
+ Minimum of 3 years media experience, with a preference for managing one-to-one targeted campaigns
+ Demonstrated understanding of all areas of media with familiarity with the various media platforms, technology, and processes
+ Experience working with or for media agencies
+ Successfully manage multiple projects and deadlines
+ Demonstrated ability to present including development of a PowerPoint presentation, oral presentation skills and ability to tell a story resulting in decision making
+ Outstanding oral and written communication
+ Bachelor's degree required, preferred in marketing, business or other related fields
**PREFERRED QUALIFICATIONS:**
+ Automotive Experience
+ Understanding of audience-based planning
**GM DOES NOT PROVIDE IMMIGRATION-RELATED SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED GM IMMIGRATION SPONSORSHIP NOW OR IN THE FUTURE. THIS INCLUDES DIRECT COMPANY SPONSORSHIP, ENTRY OF GM AS THE IMMIGRATION EMPLOYER OF RECORD ON A GOVERNMENT FORM, AND ANY WORK AUTHORIZATION REQUIRING A WRITTEN SUBMISSION OR OTHER IMMIGRATION SUPPORT FROM THE COMPANY (e.g., H-1B, OPT, STEM OPT, CPT, TN, J-1, etc.)**
+ #LI-MO1
**About GM**
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**Why Join Us**
We believe we all must make a choice every day - individually and collectively - to drive meaningful change through our words, our deeds and our culture. Every day, we want every employee to feel they belong to one General Motors team.
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All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, national origin, citizenship status, religion, age, disability, pregnancy or maternity status, sexual orientation, gender identity, status as a veteran or protected veteran, or any other similarly protected status in accordance with federal, state and local laws.
We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. Applicants in the recruitment process may be required, where applicable, to successfully complete a role-related assessment(s) and/or a pre-employment screening prior to beginning employment. To learn more, visit How we Hire ( .
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We are leading the change to make our world better, safer and more equitable for all through our actions and how we behave. Learn more about:
**Our Company ( Culture**
**How we hire ( diverse team of employees bring their collective passion for engineering, technology and design to deliver on our vision of a world with Zero Crashes, Zero Emissions and Zero Congestion. We are looking for adventure-seekers and imaginative thought leaders to help us transform mobility.
Explore our global locations ( are determined to lead change for the world through technology, ingenuity and harnessing the creativity of our diverse team. Join us to help lead the change that will make our world better, safer and more equitable for all by becoming a member of GM's Talent Community (beamery.com) ( . As a part of our Talent Community, you will receive updates about GM, open roles, career insights and more.
Please note that filling out the form below will not add you to our Talent Community automatically; you will need to use the link above. If you are seeking to apply to a specific role, we encourage you to click "Apply Now" on the job posting of interest.
The policy of General Motors is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity/expression or veteran status. Additionally, General Motors is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us at .In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.

A renowned luxury catering company in St. Louis, Missouri, US , is looking for a sophisticated and detail-oriented Senior Corporate Event Planner to manage and execute high-profile corporate events. This role is pivotal in designing and delivering exceptional event experiences that exceed client expectations. You will be responsible for the full scope of event planning, from initial client consultation and concept development to vendor management, budget oversight, on-site coordination, and post-event analysis. Responsibilities include developing creative event themes and concepts, sourcing and managing relationships with venues, caterers, florists, entertainment, and other vendors, creating detailed event timelines and run sheets, managing event budgets meticulously, and ensuring flawless execution on event days. The ideal candidate will possess a Bachelor's degree in Hospitality Management, Marketing, or a related field, with a minimum of 6 years of experience in event planning, specifically with a strong focus on corporate events and high-end catering. Proven experience in managing complex events with multiple stakeholders is essential. Exceptional organizational, communication, negotiation, and problem-solving skills are required. Proficiency in event management software and a strong understanding of catering operations are highly valued. This hybrid role involves significant client interaction and site visits, balanced with remote planning and administrative tasks. Bring your passion for creating unforgettable events to our distinguished team.

Our client, a dynamic event management firm, is seeking an experienced and creative Senior Event Planner to manage a diverse portfolio of corporate and social events. This role is based in Huntsville, Alabama, US , and requires a proven ability to conceptualize, plan, and execute flawless events from conception to completion. The Senior Event Planner will be responsible for liaising with clients to understand their vision and requirements, developing detailed event plans, managing budgets, and coordinating all logistical aspects. This includes venue selection, vendor management (caterers, decorators, entertainment, AV), event timelines, staffing, and on-site execution. The ideal candidate will possess exceptional organizational skills, meticulous attention to detail, and a strong understanding of event design principles. Creativity in developing unique themes and experiences is highly valued. You will be expected to manage multiple projects simultaneously, ensuring each event meets the highest standards of quality and client satisfaction. Strong negotiation skills and the ability to build and maintain relationships with a network of trusted vendors are crucial. This is an exciting opportunity for a talented planner to contribute to memorable occasions for a wide range of clients, from large-scale corporate conferences to intimate social celebrations, within a collaborative and client-focused environment.

Key Responsibilities:

• Lead the planning and execution of a variety of corporate and social events, including conferences, galas, weddings, and parties.
• Consult with clients to understand their event objectives, budget, and vision.
• Develop comprehensive event proposals, detailed budgets, and project timelines.
• Source and secure appropriate venues, negotiating contracts and terms.
• Manage relationships with all event vendors, including caterers, florists, entertainers, AV technicians, and transportation providers.
• Oversee event design and décor, ensuring alignment with client vision and brand standards.
• Coordinate event logistics, including seating arrangements, guest registration, and on-site staffing.
• Manage event budgets meticulously, tracking expenses and ensuring profitability.
• Provide on-site management and direction during events to ensure smooth execution.
• Conduct post-event evaluations and gather client feedback for continuous improvement.
• Stay abreast of industry trends, new venues, and innovative event concepts.
• Maintain accurate event records and client communication logs.
• Act as the primary point of contact for clients throughout the planning process.

Qualifications:

• Bachelor's degree in Hospitality Management, Marketing, Communications, or a related field.
• Minimum of 5 years of experience in event planning, with a strong portfolio demonstrating successful execution of diverse corporate and social events.
• Proven experience in budget management, vendor negotiation, and contract management.
• Exceptional organizational, time management, and multitasking skills.
• Excellent interpersonal, communication, and presentation abilities.
• Proficiency in event planning software and Microsoft Office Suite.
• Creativity and a keen eye for detail in event design and execution.
• Ability to remain calm and effective under pressure.
• Flexibility to work evenings and weekends as required by event schedules.
• Experience in destination event planning is a plus.

Our client, a prestigious event management company renowned for creating unforgettable experiences, is seeking a highly creative and detail-oriented Senior Event Planner to join their team in Philadelphia, Pennsylvania, US . This hybrid role offers a dynamic blend of in-office collaboration and remote flexibility, allowing you to manage a diverse portfolio of corporate and social events. The ideal candidate will have a passion for event design, exceptional organizational skills, and a proven track record of executing flawless events from concept to completion. You will be responsible for client consultation, vendor management, budget oversight, and on-site event execution.

Responsibilities:

• Consult with clients to understand their vision, goals, and budget for corporate events, weddings, parties, and other social gatherings.
• Develop creative event concepts, themes, and layouts that align with client expectations.
• Source, negotiate with, and manage relationships with a wide range of vendors, including caterers, florists, entertainers, and AV technicians.
• Create detailed event timelines, production schedules, and run-of-show documents.
• Manage event budgets meticulously, tracking expenses, processing invoices, and ensuring profitability.
• Oversee all logistical aspects of event setup, execution, and breakdown.
• Provide on-site management and coordination during events to ensure smooth operation and troubleshoot any issues.
• Conduct post-event debriefs with clients and vendors to gather feedback and identify areas for improvement.
• Stay current with industry trends, new venues, and innovative event technologies.
• Maintain strong relationships with clients, building trust and fostering repeat business.

Qualifications:

• Bachelor's degree in Hospitality Management, Marketing, Communications, or a related field.
• 5+ years of progressive experience in event planning, with a significant focus on both corporate and social events.
• Proven portfolio of successfully executed events.
• Excellent understanding of event logistics, production, and vendor management.
• Strong negotiation and budgeting skills.
• Exceptional creativity and attention to detail.
• Outstanding interpersonal and communication skills, with the ability to build rapport with diverse clientele.
• Proficiency in event management software and Microsoft Office Suite.
• Ability to work under pressure, manage multiple projects simultaneously, and meet tight deadlines.
• Willingness to travel and work flexible hours, including evenings and weekends, as required by event schedules.

This is a fantastic opportunity to join a leading event management firm and shape memorable moments for clients. If you are a passionate and experienced event professional, we invite you to apply.

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

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

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.

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.

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

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

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.

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.

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

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

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.

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.

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

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

The base salary range for this position is $45,000 - $60,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

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.

Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, Sales