Financial Planning & Advisory Associate

Fidelity Investments Inc.

Westlake (TX)

Hybrid

USD 60,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Job summary

Fidelity Investments Inc. is seeking a Planning and Advice Associate in a hybrid role to support workplace and personal investment clients. You will engage in inbound/outbound conversations, guide retirement and investment needs, and help clients navigate Fidelity’s tools and services.

The role includes a structured development path with training and licensing support. The team emphasizes relationship-building, planning, and consultative capabilities, leveraging Fidelity’s planning tools and

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.
Ability and flexibility to work in a “hybrid” work setting, both at home and in office.
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.

Responsibilities

Serve as a trusted partner for workplace and personal investment customers.
Engage in inbound and outbound conversations, provide guidance on retirement/investment needs.
Help clients navigate Fidelity’s products, services, and planning tools.
Develop relationship-building, planning, and service-to-sales skills through structured development.