Planning and Advice Associate - Salt Lake City, Utah
Fidelity Investments · Salt Lake City, UT · 2 wk ago
On-siteConsultingFull-time
Key Responsibilities
- Engage in inbound and outbound conversations with workplace and personal investment customers.
- Provide guidance on retirement and/or investment needs.
- Help clients navigate Fidelity’s products, services, and planning tools.
- Develop relationship-building, planning, and service to sales skills through a structured development path.
- Guide clients using Fidelity’s planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- 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.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services