Hybrid Financial Planning & Advisory Associate

Fidelity Investments; Salt Lake City (UT); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments in Salt Lake City, UT seeks a Planning and Advice Associate to support workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, planning tools.

You will develop relationship-building, planning, and service-to-sales skills through a structured development path with comprehensive training and licensing support, while working in a

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 understand client needs and deliver guidance on retirement and investments.
• Help clients navigate Fidelity’s products, services, and planning tools.
• Develop relationship-building, planning, and service-to-sales skills through structured training and licensing support.

Skills

Client relationships

Inbound/outbound leads

Financial services knowledge

Communication skills

Hybrid work adaptability

FINRA licensing readiness

Job description

Fidelity Investments in Salt Lake City, UT seeks a Planning and Advice Associate to support workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, planning tools.

You will develop relationship-building, planning, and service-to-sales skills through a structured development path with comprehensive training and licensing support, while working in a