Charitable Planning Associate

Fidelity Talent Source is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX!

Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!

Fidelity Charitable is an interactive, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.

The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Fidelity Investments provides all the charitable organization’s employees and supports all its functions:
Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Client Engagement team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund.

In addition to generating leads from inbound calls, you will also be responsible for driving strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.

• Bachelor’s degree
• Passion for the financial and philanthropic industries
• Proven experience working within the financial industry and/or service related industry.
• A dynamic personality with a high level of passion and motivation for career advancement
• Fundraising, sales, business development or relationship management experience is beneficial.
• Industry designations or additional education are also a plus.

• Excellent interpersonal and communication skills that translate into a positive advisor and donor experiences.
• A passion for establishing relationships and providing high levels of support.
• Committed to constant self-improvement and exhibit a competitive drive.
• Thrive in fast paced and collaborative environment.
• Extremely resourceful, organized, and ability to prioritize multiple priorities.
• High aptitude to learn new things quickly and adapt to new situations.
• Effective listening, communication, and presentation skills

• Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable
• Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals.
• Understand and optimally communicate our value proposition to advisors and prospective donors.
• Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals.
• Partner with Marketing on lead flow and campaign alignment
• Function as a utility player for the Client Engagement team by providing interim…