Fidelity Investments is a leading financial services company, and they are seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment customers. The role involves engaging with clients to provide guidance on retirement and investment needs while developing relationship-building and consultative skills through structured training.
Responsibilities
- As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations
- Guide clients using Fidelity’s planning tools, research, and investment solutions
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being
- Discuss market trends, investment concepts, and financial planning strategies
- Manage and prioritize your day using Salesforce and internal systems
Skills
- 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
Benefits
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
- 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
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.