Workplace Planning Associate - Salt Lake , Utah Heber, UT

Job Overview

The Workplace Planning Associate supports the Workplace Planning & Advice outbound and inbound call team, helping clients with 401(k) and other investment solutions through consultative conversations.

• 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.

• 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.

• Apply book‑management skills and handle leads using tools such as Salesforce.
• Build rapport with Fidelity clients through profiling and consultative skills.
• Introduce 401(k) participants to business partners for investment solution conversations.
• Set up targeted appointments and identify opportunities to address client needs.

• 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

Fidelity Investments is a privately held company committed to strengthening the financial well‑being of clients and communities. We provide investment and technology solutions to individuals, companies, and independent advisors.

Fidelity Investments is an equal opportunity employer. We acknowledge the importance of an inclusive culture and are committed to building an enduring culture of inclusion and belonging.

Fidelity will accommodate applicants with disabilities who need adjustments to participate in the application or interview process. Requests for accommodations can be submitted by email or phone as outlined in the original posting.