Financial Planning & Advice Associate — Hybrid Role

Fidelity; United States; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity is seeking a Planning and Advice Associate to partner with workplace and personal investment customers. You will engage in inbound and outbound conversations, guiding retirement and investment needs while helping clients use Fidelity’s planning tools and services.

A structured development path with training and licensing support will build your planning, relationship, and consultative skills. The role supports a collaborative team focused on delivering personalized financial guidance in

Qualifications

• Strong client relationship and consultative experience.
• Experience with inbound/outbound warm leads and customer engagement.
• Interest or knowledge in financial services and retirement planning.
• Strong communication, technology, and time-management skills.
• A willingness to complete FINRA SIE, Series 7 and Series 66 upon hire.

Responsibilities

• Engage in inbound and outbound conversations to guide retirement and investment needs.
• Help clients navigate Fidelity's products, services, and planning tools.
• Develop relationship-building, planning, and service-to-sales skills through a structured development path with training and licensing support.

Skills

Client relationships

Consultative selling

Inbound/outbound leads

Financial services knowledge

Hybrid work

Education

Series 07 - FINRA

Series 66 - FINRA

Job description

Fidelity is seeking a Planning and Advice Associate to partner with workplace and personal investment customers. You will engage in inbound and outbound conversations, guiding retirement and investment needs while helping clients use Fidelity’s planning tools and services.

A structured development path with training and licensing support will build your planning, relationship, and consultative skills. The role supports a collaborative team focused on delivering personalized financial guidance in