Workplace Planning Associate - Salt Lake City, Utah
Fidelity(1 month ago)
About this role
An entry-level client-facing role on Fidelity’s Workplace Planning and Advice team supporting 401(k) participants through a structured multi-stage development program. The position includes paid training, study support for FINRA licensing (SIE, Series 7, Series 66), and career coaching with opportunities to advance into consultative planning roles. The role is offered in a hybrid work model and emphasizes long-term career growth and benefits.
Required Skills
- Client Relationships
- Sales Process
- Consultative Sales
- Accountability
- Goal Oriented
- Questioning
- Hybrid Work
- Technology
- Multi-System
- FINRA Exams
Qualifications
- SIE - FINRA
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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