Hybrid Financial Planning & Advice Associate

Fidelity Investments; Merrimack (NH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments is seeking a Planning and Advice Associate in Merrimack, NH to guide workplace and personal investment customers through retirement and investment planning. You will engage in inbound and outbound conversations, helping clients navigate Fidelity's products and planning tools while building trusted relationships.

Through a structured development path with training and licensing support (SIE, Series 7, Series 66), you will grow your planning and service-to-sales skills in a

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

• Provide guidance on retirement and/or investment needs to workplace and personal investing clients.
• Assist clients in navigating Fidelity's planning tools and services.
• Build trusted relationships and develop planning, service-to-sales skills through a structured development path.
• Collaborate with team to deliver tailored financial planning experiences.

Skills

Client relationships

Consultative selling

Financial services knowledge

Communication skills

Hybrid work adaptability

Licensing readiness

Job description

Fidelity Investments is seeking a Planning and Advice Associate in Merrimack, NH to guide workplace and personal investment customers through retirement and investment planning. You will engage in inbound and outbound conversations, helping clients navigate Fidelity's products and planning tools while building trusted relationships.

Through a structured development path with training and licensing support (SIE, Series 7, Series 66), you will grow your planning and service-to-sales skills in a