Hybrid 401(k) Advisory Specialist

Fidelity Investments Inc.; Heber City (UT); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Maternal and Parental Leave

Tuition Reimbursement

Student Loan Assistance

401(k) 7% match

Health, Dental, Vision Insurance

Disability Insurance

Paid Time Off

Commuter Benefit Program

Backup Dependent Care

Charitable Match

Concierge Services

Wellness Program

Fitness Reimbursement

Job summary

Fidelity Investments is seeking a Workplace Planning Associate to support our outbound and inbound call teams, guiding 401(k) participants through available options and advising on investment solutions.

You will build relationships with clients, direct them to Fidelity partners as needed, and handle consultative inbound calls as you gain experience. Training includes FINRA SIE, Series 7, and Series 66 within 3.5 months, with a hybrid work arrangement.

Qualifications

• Outstanding customer relations experience and understanding of a sales process, including warm lead engagement.
• Experience or knowledge in sales or consultative relationship processes.
• Accountable, goal‑oriented mindset with self‑motivation.
• Curious and skilled at asking deeper questions to fully understand client needs.
• Adaptable to a “hybrid” work setting, working both remotely and on‑site.
• Comfortable navigating multiple technology systems simultaneously.
• Ability to complete FINRA SIE, Series 7, and Series 66 upon hire; certifications required within the first 3.5 months.

Responsibilities

• Connect with clients to build relationships through calling and engaging warm leads, guiding inactive and active 401(k) participants through available options.
• Advise on investment solutions and direct clients to appropriate Fidelity partners.
• Handle consultative inbound calls from current customers as experience grows.
• Utilize technology tools such as Salesforce to manage leads and support client service.

Skills

Customer relations

Sales experience

Goal oriented

Asking insightful questions

Hybrid work

Tech-savvy

FINRA SIE/Series 7/66

Tools

Salesforce

Job description

Fidelity Investments is seeking a Workplace Planning Associate to support our outbound and inbound call teams, guiding 401(k) participants through available options and advising on investment solutions.

You will build relationships with clients, direct them to Fidelity partners as needed, and handle consultative inbound calls as you gain experience. Training includes FINRA SIE, Series 7, and Series 66 within 3.5 months, with a hybrid work arrangement.