Planning and Advice Associate

Résumé du poste

You will serve as a trusted partner for customers, providing guidance on retirement and investment needs through inbound and outbound conversations. You will also help clients navigate Fidelity’s products and services while building long-term financial well-being.

Détails du poste

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. The base salary range for this position is $47,500 - $50,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Customer Service, Sales

Ce que vous ferez

You will serve as a trusted partner for customers, providing guidance on retirement and investment needs through inbound and outbound conversations. You will also help clients navigate Fidelity’s products and services while building long-term financial well-being.

Exigences

Candidates should have strong client relationship experience and an interest in financial services. You must have the aptitude to complete FINRA SIE, Series 7, and Series 66 licensing upon hire.

Avantages

• Health care coverage • Emotional well-being support • Retirement plan • Paid time off • Parental leave • Charitable giving employee match program • Educational assistance • Student loan repayment • Tuition reimbursement

Compétences indiquées

• Gestion du temps · Souhaitée
• Communication · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client relationship management
• Consultative sales
• Retirement planning
• Financial services
• Communication
• Time management
• Technology proficiency
• Investment guidance
• Inbound sales
• Outbound sales
• Time Off Management
• Planning
• Research
• Investments
• Customer Service
• Information And Communications Technology
• Customer Engagement
• Employee Retirement Income Security Act
• Sales
• Financial Services
• Financial Planning
• Financial Industry Regulatory Authorities
• Investment Company Act Of 1940
• Loans
• Relationship Building
• Retirement Planning
• Securities (Finance)
• FINRA Series 66 (Uniform Combined State Law)
• FINRA Series 63 (Uniform Securities Agent State Law)
• FINRA Series 7 (General Securities Representative)

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Sales
• Planning Associate
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors