Job Description
Fidelity Investments is a leading financial services company, and they are seeking a Planning and Advice Associate. In this role, you will serve as a trusted partner for clients, providing guidance on retirement and investment needs while developing your skills through a structured development path. Responsibilities 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 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 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