Jacob

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Workplace Planning Consultant II at Fidelity Investments|Salt Lake City Metropolitan Area, United States

Position:

Workplace Planning Consultant II at Fidelity Investments

Location:

Salt Lake City Metropolitan Area, United States

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Last updated: 2026-08-25
Updated: 2026-08-25

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Work Experience 11 years

Workplace Planning Consultant II at Fidelity Investments

May 2026 - Current

Workplace Planning Consult I at Fidelity Investments

Dec 2025 - May 2026

Workplace Planning Associate at Fidelity Investments

Apr 2025 - Dec 2025

Sales Associate at GNC

Apr 2023 - Mar 2025

Experimental Economics Lab Recruit at Utah State University - Jon M. Huntsman School of Business

Oct 2023 - Dec 2024

Wealth Management Advisor Intern at Raymond James

Mar 2021 - Jun 2021

Ski Instructor & Lift Operator at Deer Valley Resort

Nov 2017 - Apr 2021

Ranch Hand & Fishing Guide at VICTORY RANCH CLUB

May 2019 - Aug 2020

Food Handler at Summit Inn Pizza

Oct 2015 - Jun 2016

Jacob started working in 2015, then the employee has changed 6 companies and 8 jobs. On average, Jacob works for one company for 1 year 2 months.

Jacob is proficient in English and Spanish. Their professional focus is 401(k) Retirement Savings Plans, Adaptability, and Arbitration across 3 core areas.

Jacob holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at Utah State University - Jon M. Huntsman School of Business

Northwestern University

South Summit High School

Jacob Namesakes

Name
Company
Position
Jacob
Manager of Fund Accounting
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Jacob
Life Events Consultant I
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Jacob
Special Education Paraeducator
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