Planning & Advice Associate — Hybrid, Licensing & Training

Fidelity Investments; Smithfield (RI); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Maternal and Parental Leave

Tuition Reimbursement

Student Loan Assistance

401(K) 7% match

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time off

Backup Dependent Care

Charitable match

Concierge Services

Job summary

Fidelity Investments in Rhode Island 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 investment needs, and help clients navigate Fidelity’s products, services, and planning tools.

Through a structured development path with training and licensing support, you will build relationships, planning and service-to-sales skills, while using Salesforce and internal

Qualifications

• Experience in client relationship management.
• Experience with inbound/outbound leads and customer engagement.
• Interest or knowledge in financial services and retirement planning.
• Strong communication, technology, and time-management skills.

Responsibilities

• Build relationships with workplace and personal investment clients.
• Guide clients using Fidelity’s planning tools, research, and investment solutions.
• Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities.
• Introduce customers to appropriate business partners and set targeted planning appointments.
• Discuss market trends, investment concepts, and financial planning strategies.
• Manage and prioritize your day using Salesforce and internal systems.

Skills

Client relationship

Consultative selling

Inbound outbound calls

Financial services knowledge

Communication skills

Hybrid work adaptability

FINRA SIE Series 7 66 on hire

Tools

Salesforce

Job description

Fidelity Investments in Rhode Island 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 investment needs, and help clients navigate Fidelity’s products, services, and planning tools.

Through a structured development path with training and licensing support, you will build relationships, planning and service-to-sales skills, while using Salesforce and internal