Workplace Planning Consultant I - Salt Lake City, UT
Company: Fidelity Investments
Location: Layton
Posted on: June 23, 2022
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Job Description:
Job Description:Workplace Planning Consultant - - -The -Purpose
of Your Role -As a Workplace Planning Consultant, you bring your
passion to help our participants achieve better financial outcomes
by engaging in consultative conversations about their workplace
401(k) plans and retail account options over the phone. You will
start your journey in our multi-stage development program to a
career in planning and advice. - Engaging inactive and active
401(k) participants to introduce them to our services and guide
them through all their available options. You'll connect with our
clients to build effective relationships through inbound calls,
assisting them with their retirement planning and service needs.
You will provide planning and advice on a wide range of topics,
including 401(k) plan enrollments, distribution options, account
consolidation options, investment strategies, and retirement
readiness. By using digital resources and support tools, you will
recognize and present guidance on a plan that best meets the
participant's investment goals.You will be supported in learning
the business and building skills in Fidelity's Relationship Model,
our planning culture and how to best leverage technology to help
our clients. - Our top-quality training resources will ensure you
have all the answers you need to provide clients with the best
planning and advice - and to get the results you are striving
toward. -The Value You Deliver -
Company OverviewFidelity Investments is a privately held company
with a mission to strengthen the financial well-being of our
clients. We help people invest and plan for their future. We assist
companies and non-profit organizations in delivering benefits to
their employees. And we provide institutions and independent
advisors with investment and technology solutions to help invest
their own clients' money.
Join UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a , we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling "."We
invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to -, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Staff Accountant,
Bookkeeper, and Payroll Specialist and others in the Accounting and
Finance to apply.
Keywords: Fidelity Investments, Layton , Workplace Planning Consultant I - Salt Lake City, UT, Accounting, Auditing , Layton, Utah
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