Workplace Planning Associate
Develop and maintain relationships with brokerage clients across the spectrum of Fidelity products and services offered. Master our consultative sales method while working with clients over the phone and grow your relationship management and financial consulting skills. Invaluable training regarding knowledge of financial services and our consultative sales approach, and what it takes to deliver exceptional service for our personal investing clients.
Fidelity Institutional Sales Development Program
Partner with our internal & external wholesaler teams during this year-long program designed to guide you through developing and maintaining relationships with our institutional clients, with the focus on building sales momentum in our mutual funds business. Receive training and education from peers, mentors, and senior team members regarding knowledge of financial services and our sales approach to delivering an exceptional partnership for our institutional clients.
In both opportunities, you'll receive dedicated study time and training materials while you prepare to obtain your FINRA Series 7 license.
- American Fork, UT
- Covington, KY
- Greenwood Village, CO
- Jacksonville, FL
- Merrimack, NH
- Salt Lake City, UT
- Smithfield, RI (Resumes no longer being accepted)
- Westlake, TX
- Workplace Planning Associate: Ongoing
- Fidelity Institutional Sales Development Program: Resumes no longer being accepted
*Due to the needs of the business, we may choose to suspend taking resumes at any time.
- Workplace Planning Associate: Ongoing each month
- Fidelity Institutional Sales Development Program: Oct 2020; March 2021 and June 2021