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 https://www.fidelity.com.