Planning & Advice Associate — Hybrid Finance Career Growth

Fidelity Investments Inc.; Texas; Hybrid; USD 45,000 - 70,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment clients.

You will engage in inbound and outbound conversations, offer guidance on retirement and investments, and help clients navigate Fidelity's planning tools and services. The role includes a structured development path with training and licensing support, with a hybrid work model and potential onsite requirements as Fidelity transitions to

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 to advise on retirement and investment needs.
• Guide clients through Fidelity products, services, and planning tools.
• Develop relationship-building, planning, and service-to-sales skills through structured training.
• Participate in onboarding and licensing support path (SIE, Series 7, 66).

Skills

Strong client relationships

Inbound/outbound warm leads

Financial services knowledge

Communication/tech/time management

Hybrid work flexibility

FINRA SIE/Series 7/66 on hire

Job description

Fidelity Investments Inc. in Westlake, TX is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment clients.

You will engage in inbound and outbound conversations, offer guidance on retirement and investments, and help clients navigate Fidelity's planning tools and services. The role includes a structured development path with training and licensing support, with a hybrid work model and potential onsite requirements as Fidelity transitions to