Workplace Planning Consultant I - Salt Lake City, UT

  • Competitive
  • Salt Lake City, UT, USA
  • Permanent, Full time
  • Fidelity Investments-US
  • 18 Mar 19

As a Workplace Planning Consultant I, you will be focused on helping our participants drive better outcomes by engaging in consultative conversations over the phone. You will work to meet the planning and advice needs of workplace participants, and be a subject matter expert regarding enrollments, distribution options, account consolidations, savings habits and investment choices, as well as retirement readiness and transition. By leveraging digital resources and support tools, you will recognize and present guidance on a plan that best meets the participant’s investment goals.

The Team

The Workplace Planning Consultant is part of Fidelity’s Workplace Planning and Advice group. This group operates within our Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. 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. A career at Fidelity means you’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

The Expertise you have

  • College degree preferred
  • Financial services experience
  • FINRA Series 7 essential, 63 or 66 preferred

The Skills You Bring

  • Proven relationship and customer experience excellence
  • Outstanding interpersonal and communication skills
  • Financial acumen and knowledge of the financial services market, economy and industry trends
  • Effective time management and execution skills
  • Ability to understand a participant’s situation and provide appropriate solutions and next steps in a single interaction

The Value You Deliver

  • Uncovering and identifying the needs of the participant while providing guidance on asset-related decision making by leveraging digital support tools
  • Advocating for healthy savings habits
  • Introducing digital relationship options so the participant can maintain and monitor their accounts
  • Resolving needs of the participant to ensure a positive experience

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer