Workplace Planning Associate - Salt Lake City, Utah at Fidelity Investments

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client’s situation
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Responsibilities

Connect with participants to build effective relationships through calling and engaging warm leads
Guide inactive and active 401(k) participants through all their available options while introducing them to services
Assist 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support
Take consultative inbound calls from 401(k) participants helping them with their retirement and investment needs
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted interactions or engagements with participants

Skills

Key technologies and capabilities for this role

401(k)retirement planninginvestment advicecustomer serviceoutbound callinginbound callingrelationship buildingFINRA licensingcommunication

Questions & Answers

Common questions about this position

What is the location for this Workplace Planning Associate role?

The position is based in Salt Lake City, Utah.

Is prior finance experience or a college degree required?

No finance background or college degree is needed to succeed in this role.

What training and development opportunities are provided?

Fidelity provides comprehensive training to develop skills for servicing participants, support for studying FINRA licensing exams at your own pace, career coaching, and dedicated time for development activities to explore advanced roles.

What is the company culture like at Fidelity for this role?

Fidelity offers an inclusive culture that empowers associates to achieve success, celebrates achievements, and builds a supportive network, with emphasis on professional growth, flexibility, and long-term success.

What skills or qualities make a strong candidate for this position?

Strong candidates demonstrate natural resourcefulness, excellent communication skills to build relationships, and dedication to studying for FINRA exams at an individualized pace.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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