Planning and Advice Associate

Jobtailor; Colorado; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work setting

Job summary

Fidelity Investments in Colorado is seeking a client-focused Financial Services Specialist to partner with workplace and personal investing clients. You will engage in inbound and outbound conversations, building trusted relationships through tailored retirement and investment guidance.

You will help clients navigate Fidelity’s planning tools, connect them with suitable solutions, and develop skills in planning, service, and sales within a structured development path, supporting long-term

Qualifications

• Strong client relationship and consultative experience required.
• 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.

Responsibilities

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

Skills

Client Relationship Management

Consultative Experience

Financial Services Knowledge

Communication Skills

Time Management Skills

Hybrid Work Adaptability

Education

FINRA SIE

Series 7

Series 66

Series 63

Tools

Fidelity Planning Tools

Job description

• Serve as a trusted partner for workplace and personal investment customers


• Engage in inbound and outbound conversations


• Provide guidance on retirement and investment needs


• Help clients navigate Fidelity’s products, services, and planning tools


• Develop relationship-building, planning, and service-to-sales skills through a structured development path


• Partner with workplace participants and personal investing clients to understand their needs


• Build trusted client relationships and connect clients with solutions aligned to their goals


• Leverage Fidelity’s planning tools, research, investment solutions, and business partnerships


• Deliver personalized experiences and support clients in achieving long-term financial well-being

Requirements

• 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


• Fidelity will not provide immigration sponsorship for this position


• Ability to comply with applicable securities, investment, retirement-related financial activity laws and regulations


• Ability to satisfy restrictions related to certain criminal histories


• Series 07, Series 63, and Series 66 certifications listed for the role

Core Competencies

Demonstrates strong client relationship management and consultative skills, with a focus on financial services and retirement planning. Proficient in utilizing planning tools and delivering personalized client experiences to support long-term financial well-being.

Highest-signal resume keywords

• Client Relationship Management


• Consultative Experience


• Financial Services Knowledge


• Communication Skills


• Time Management Skills

ATS Optimization Keywords

Hard Skills

• Retirement Planning


• Investment Solutions


• Customer Engagement


• Hybrid Work Adaptability

Soft Skills

• Relationship Building


• Personalized Client Support

Certifications & Qualifications

• FINRA SIE


• Series 7


• Series 66

Industry Keywords

• Securities Laws


• Investment Regulations


• Financial Activity Compliance

Tools & Technologies

• Fidelity Planning Tools