Hybrid Financial Planning & Advice Associate

Fidelity Investments Inc.; Roanoke (TX); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. seeks a Planning and Advice Associate to partner with workplace and personal investment customers.

You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

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

• Engage in inbound and outbound conversations with customers, guiding retirement and/or investment needs
• Help clients navigate Fidelity’s products, services, and planning tools
• Develop relationship-building, planning, and service-to-sales skills through structured development and licensing support

Skills

Client relationship

Inbound/outbound engagement

Financial services knowledge

Communication skills

Hybrid work adaptability

FINRA licensing readiness

Job description

Fidelity Investments Inc. seeks a Planning and Advice Associate to partner with workplace and personal investment customers.

You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.