Stock Plan Consultant- Covington, KY - #604599

Fidelity Investments


Date: 11/26/2021 01:00 AM

City: Covington, Kentucky

Contract type: Full Time

Work schedule: Full Day

Job Description:


Stock Plan Consultant


"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 Investments


Is it time to explore new challenges in your career?


We believe your knowledge and expertise of equity compensation helps you gain trust with our clients. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.


Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. We empower professional growth, flexibility and support, 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.


The Expertise We're Looking For



  • FINRA Series 7 and 63 preferred, OR ability to acquire upon hire (paid training & support provided)


  • 2 - 3 years of previous financial services experience preferred


  • Equity compensation experience preferred or desire to learn


  • Knowledge and understanding of general financial planning concepts


  • Demonstrated customer service and relationship management skills

The Purpose of Your Role


The role of the Stock Plan Consultant is to support and guide plan participants who receive equity awards as a part of their overall compensation plan. We are looking for candidates passionate about creating a world class client experience who wish to gain financial expertise while growing professionally. Our successful consultants assist participants with a broad range of needs including answering questions about their accounts and equity compensation to guiding them to the personalized resources necessary for their success. The goal remains consistent for all interactions: help participants feel more confident, make informed decisions, and achieve their financial dreams.


Our Investments in You


We believe that a broad approach to life is important. Our benefit programs are designed to help 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:



  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments – YouTube(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

Training for Your Role


We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 63 licenses.


The Value You Deliver


At Fidelity, we champion collaboration by working in small teams (12-15). Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and to each other. We ask for and act on our associates' input on everything from creating better client experiences to crafting our workspaces.


Find Your Fidelity


The SPC role is just the starting point! Fidelity encourages associates to explore and expand their skills to achieve success and fulfilling careers. Many of our Sr. Leaders started in the SPC role as Fidelity offers multiple opportunities for advancement and upward mobility.


For more information about the different career paths that the SPC role could lead to, watch the following videos:



  • Career Paths at Fidelity Investments(
  • Careers at Fidelity Regional Centers
  • Careers at Fidelity Investor Centers

We believe in being #DifferentTogether. Fidelity'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 who come together to create a positive, inclusive workplace for all employees.


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 pandemic


Our 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 - FINRA


Company Overview


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.


Join Us


At 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. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.


We invite you to Find Your Fidelity at fidelitycareers.com.


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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

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