Workplace Planning Associate - Salt Lake City, UT
Company: Fidelity Investments
Location: Layton
Posted on: November 15, 2023
Job Description:
Job Description: Is it time to explore new challenges in your
career? Join a team that's an industry leader in innovation and
invests in you with key product and service offerings,
groundbreaking technology, and a premier investment platform. We
empower professional growth, flexibility and support thus enabling
long-term success for you and our clients. Your desire to grow and
learn within the industry will open the door to a career path full
of professional rewards.We believe your natural resourcefulness
unlocks new opportunities and your communication skill opens
customers' minds. We know you will inspire client dedication and
engagement to develop long-lasting positive relationships with
Fidelity. Relocation assistance may be available for those who meet
eligibility requirements. The Expertise We're Looking For
- Outstanding customer relations experience
- Sales experience is a plus
- FINRA Series 7 OR ability to acquire series 7 upon hire
- High degree of motivation and able to work collaboratively
- Knowledge of a consultative relationship process helpful The
Purpose of Your Role As part of the Workplace Planning and Advice
outbound and inbound call team, you will start your journey in our
multi-stage development to career planning and advice. Engaging
inactive and active 401(k) participants to introduce them to our
services, guiding them through all their available options. You'll
connect with our clients to build effective relationships through
calling and engaging warm leads as well as taking inbound calls.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
customers with the best guidance - and to get the results you are
striving toward. The Skills You Bring
- An understanding of a sales process, including customer calling
and working with warm leads
- Active listening and time-management skills
- Being coachable, collaborative, and curious are your "go to"
attributes Our Investments in You We believe it is important to
approach life holistically. Our Our benefit programs (opens in a
new tab) are crafted to help you and your loved ones strike the
perfect balance. Sound too good to be true? See for yourself and
learn more about our benefits offerings:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments (opens in a new tab)
- Click here for a local news story about how we are helping our
employee's payback their student loan debt(opens in a new tab)
Training for Your Role We offer a paid, industry-leading
development program that will fully prepare you to engage with
customers while acquiring your Series 7 and 66 licenses.
- Click to learn more about Training Opportunities at
Fidelity(opens in a new tab) and how we support our associates to
obtain their securities licenses The Value You Deliver
- Introducing 401(k) participants to business partners to have
appropriate Investment Solutions conversations
- Building rapport and opening a conversation with Fidelity
clients through profiling and utilizing consultative skills with
client interactions
- Learn book-management skills and effectively handling leads
through lead utilization
- Set up targeted appointments to address client needs related to
products and services How Your Work Impacts the Organization This
role is part of Fidelity's Workplace Planning and Advice group. The
group operates within our Personal Investing business unit. We
believe in building relationships, not just in building sales or
building our assets. After all, our clients will place their
investments, their savings, and their futures in your hands. COVID
work policySafety is our top priority. Once we can be together in
person with fewer safety measures, this role will move to our
dynamic working approach. You'll be spending some of your time
onsiteLearn More: Dynamic Working (opens in a new tab)
Certifications: Series 07 - FINRA, Series 66 - FINRA 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
Glassdoor Employees' Choice Award , we have been recognized by our
employees as a Best Place to Work in 2023. 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.At Fidelity, 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 " Dynamic
Working ". Most associates will have a hybrid schedule with a
requirement to work onsite at a Fidelity work location for at least
one week, 5 consecutive days, every four weeks. These requirements
are subject to change.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 Accommodation Team by sending an email to , or by
calling , prompt 2, option 3.At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine. We welcome those with experience
in jobs such as Area Sales Manager, Territory Sales Professional,
and Senior Account Manager and others in the Sales to apply.
Keywords: Fidelity Investments, Layton , Workplace Planning Associate - Salt Lake City, UT, Other , Layton, Utah
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