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Financial Planning & Advice Associate; Hybrid
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-07-01
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments is seeking a Planning and Advice Associate in Salt Lake City, Utah. In this role, you will engage with clients to provide guidance on their retirement and investment needs while helping them navigate Fidelity's products and services.
You will build relationships through inbound and outbound conversations, developing service-to-sales skills through a structured path with comprehensive training and licensing support. The role requires a strong understanding of financial services and excellent communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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