Hybrid Financial Planning & Advice Associate

Soteria Reinsurance Ltd.; Salt Lake City (UT); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. in Salt Lake City seeks a Planning and Advice Associate to guide workplace and personal investment customers with retirement and investment planning, using Fidelity’s planning tools and services.

You will develop relationship-building, planning, and consultative skills through a structured development path with training and licensing support, in a hybrid onsite/remote setting.

Qualifications

• 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” work setting, both at home and in office.
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.

Responsibilities

• Engage in inbound and outbound conversations to guide clients on retirement and 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 with training and licensing support.

Skills

Client relationships

Customer engagement

Financial services knowledge

Communication

Technology

Time management

Hybrid work

FINRA licensing readiness

Job description

Fidelity Investments Inc. in Salt Lake City seeks a Planning and Advice Associate to guide workplace and personal investment customers with retirement and investment planning, using Fidelity’s planning tools and services.

You will develop relationship-building, planning, and consultative skills through a structured development path with training and licensing support, in a hybrid onsite/remote setting.