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 serve as a trusted partner for workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and 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 training and licensing support.
Requirements
- 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
- Flexibility to work in a hybrid setting, both at home and in office
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Responsibilities
- Engage in inbound and outbound customer conversations
- Provide guidance on retirement and investment needs
- Help clients navigate Fidelity products, services and planning tools
Benefits
- Comprehensive training and licensing support
