Workplace Planning and Guidance Consultant II - Buffalo NY Fut.. (Los Angeles, CA)

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Workplace Planning and Guidance Consultant II - Buffalo NY Fut..

The Workplace Planning and Guidance Consultant (PGC) part of Fidelity s Personal & Workplace Investments Organization delivers participant level guidance in an effort to drive Workplace and Retail sales opportunities including positioning PWI products and services as well as increasing plan cash flow and profitability while maintaining high client satisfaction levels within the Tax-Exempt Market place. Workplace PGC s deliver guidance interactions via on site one-on-one appointments with participants in 403(b) 401(a) retirement plans. On site guidance ranges from basic concepts such as company plan overview to more complex topics such as income planning and portfolio reviews. Primary Responsibilities Deliver fundamental or complex guidance to workplace plan participants utilizing Fidelity s tools such as Portfolio Review Retirement Quick Check Retirement Income Plan and Portfolio Illustrator. ...

18-12-2023 UNITED STATES, Los Angeles, CA
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