Planning and Advice Associate
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will engage customers through inbound and outbound conversations, provide retirement and investment guidance, and help them use planning tools. You will build relationships while developing planning, service, and sales skills through training and licensing support.
Requirements
- Client relationship and consultative experience
- Experience with inbound and outbound warm leads and customer engagement
- Knowledge of or interest in financial services and retirement planning
- Communication, technology, and time-management skills
- Ability to work in a hybrid setting at home and in the office
- Ability to complete FINRA SIE, Series 7, and Series 66 upon hire
Responsibilities
- Engage customers through inbound and outbound conversations
- Provide guidance on retirement and investment needs
- Help clients navigate products, services, and planning tools
- Build client relationships
- Develop planning, service, and sales skills
Benefits
- Fully paid parental leave
- On-site health and wellness centers
