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Hybrid ; k Advisory Specialist

Job in Heber City, Wasatch County, Utah, 84032, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-07-19
Job specializations:
  • Business
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid 401(k) Advisory Specialist

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.

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