Workplace Planning Associate - Salt Lake City, UT

Fidelity Investments - Salt Lake City, UT4.1

Full-timeEstimated: $37,000 - $51,000 a year
We believe your natural tenacity unlocks new opportunities.
We believe your communication skill opens customers’ minds.

We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.

The Expertise We’re Looking For
Superior customer relations skills and experience, sales experience is a plus
FINRA Series 7 (or ability to obtain within 90 days; thereafter pursue 66)
High degree of motivation and able to work collaborative environment
Understanding of a consultative relationship process preferred, including customer calling and working with warm leads
Excellent listening and time management skills
The desire to learn and grow in our industry
The Purpose of Your Role

As part of Workplace Planning and Advice outbound call team, you’ll be engaging inactive and active 401(k) participants to introduce them to our outstanding services, guiding them through all their available options. You will engage our clients to build effective relationships through calling and engaging warm leads. Our top quality training resources will ensure you have all the answers you need to provide customers with expert guidance – and to get the results you are striving for.

The Skills You Bring

An understanding of a sales process, including customer calling and working with warm leads
Your excellent listening and time management skills
The desire to learn and grow in our industry
The Value You Deliver

Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
Building rapport and opening up the conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
Learn book management skills and effectively managing leads through lead utilization.
Set up targeted appointments to address client needs related to products and services.
How Your Work Impacts the Organization

The Workplace Planning Associate is part of Fidelity’s Workplace Planning and Advice group. The Workplace Planning and Advice group operates within our Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. A career at Fidelity means you’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.