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.
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 conduct inbound and outbound client conversations, provide retirement and investment guidance, and help clients use products, services, and planning tools. You will build relationship, planning, service-to-sales, and licensing skills through structured training and development.
Requirements
- Client relationship and consultative experience
- Inbound and outbound warm-lead experience
- Customer engagement
- Financial services and retirement planning knowledge or interest
- Communication
- Technology
- Time management
- Ability to work in a hybrid setting at home and in office
- Ability to complete FINRA SIE, Series 7, and Series 66
Responsibilities
- Engage in inbound and outbound client conversations
- Provide guidance on retirement and investment needs
- Help clients navigate products, services, and planning tools
- Build client relationships
- Develop planning and service-to-sales skills
