Workplace Planning Associate - Salt Lake City, Utah

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 customers’ 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 clients 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.

As you develop relationship building and industry expertise, you’ll advance to taking consultative inbound calls from current customers.

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 customers with the best guidance and to get the results you are striving toward.

You are Learning. We provide all the training you need to develop the skills needed to service our customers 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 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 customer calls so you can discover advanced planning roles to further your career.

The Skills You Bring

Outstanding customer relations experience as well as an understanding of a sales process, including customer calling and working with warm leads

Knowledge or experience in sales or the consultative relationship process

Demonstrate accountability and a goal-oriented mindset

Natural curiosity 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 clients through profiling and utilizing consultative skills during client interactions

Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

Set up targeted appointments while identifying opportunities to address client needs related to products and services

Our Investments in You

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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

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 :

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Certifications : You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 66 Required to obtain within the first 3.5 months

Learn More : Certifications :

Certifications :

Series 07 - FINRA, Series 66 - FINRA