Planning and Advice Associate - Westlake, TX

Fidelity Investments Inc.; Westlake (TX); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Fidelity Investments Inc. is seeking a Planning and Advice Associate in a hybrid role to support workplace and personal investment clients. You will engage in inbound/outbound conversations, guide retirement and investment needs, and help clients navigate Fidelity’s tools and services.

The role includes a structured development path with training and licensing support. The team emphasizes relationship-building, planning, and consultative capabilities, leveraging Fidelity’s planning tools and

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

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

Skills

Client relationship management

Consultative selling

Financial services knowledge

Strong communication

Hybrid work adaptability

FINRA SIE / Series 7 / Series 66

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our 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.

The Expertise and Skills You Bring

• 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

The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity’s planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service, Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.