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The Workplace Planning Associate role at Fidelity Investments is designed for individuals looking to start a career in finance without requiring a finance background or college degree. This entry-level position focuses on building relationships with clients through outbound and inbound calls, guiding them through their 401(k) options, and introducing them to Fidelity's services. The role emphasizes professional growth, training, and support, enabling associates to develop their skills and advance within the company.