Planning and Advice Associate - Salt Lake City, Utah

What you’d do

Handle inbound and outbound conversations with workplace and personal investment customers, guiding them on retirement and investment needs and Fidelity's products and planning tools. Full time, hybrid between home and office, with structured training and licensing support. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Client relationship and consultative experience
• Inbound/outbound warm lead and customer engagement experience
• Interest or knowledge in financial services and retirement planning
• Strong communication, technology, and time-management skills
• Hybrid work setting, at home and in office