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Financial Planning Associate — Hybrid Training & Growth

Job in Heber City, Wasatch County, Utah, 84032, USA
Listing for: Fidelity Investments
Full Time, Apprenticeship/Internship position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Fidelity Investments seeks a Workplace Planning Associate in Heber City, Utah. This role focuses on building relationships with clients through calls and assists 401(k) participants with their options. The position offers comprehensive training to prepare you for FINRA licensing without needing prior finance experience. A supportive environment ensures personal growth and career advancement. Join Fidelity to experience flexibility, develop skills, and advance your career while enjoying a range of benefits.
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Position Requirements
10+ Years work experience
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