Planning and Advice Associate - Salt Lake City, Utah
About The Position
As a Planning and Advice Associate, you serve as a trusted partner for workplace and personal investment customers. You engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. Through a structured development path with comprehensive training and licensing support, you develop relationship-building, planning, and service-to-sales skills. The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals. In a collaborative, growth-oriented environment, associates follow a structured development path to build financial planning expertise, client relationship skills, and consultative capabilities. The team uses Fidelity’s planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients’ long-term financial well-being. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve as the rollout continues. The transition does not apply to fully remote roles.
Requirements
- Strong client relationship and consultative experience.
- Experience with inbound/outbound warm leads and customer engagement.
- Interest or knowledge in financial services and retirement planning.
- Strong communication, technology, and time-management skills.
- Ability and flexibility to work in a hybrid setting, both at home and in the office.
- Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire.
Responsibilities
- Engage in inbound and outbound conversations with workplace and personal investment customers.
- Provide guidance on clients’ retirement and/or investment needs.
- Help clients navigate Fidelity’s products, services, and planning tools.
- Build trusted relationships with workplace participants and personal investing clients.
- Understand client needs and connect them with solutions aligned to their goals.
- Develop financial planning expertise, client relationship skills, and consultative capabilities through a structured development path.
Benefits
- Comprehensive training and licensing support.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
