Planning and Advice Associate - Westlake, TX

Fidelity•Westlake, TX

About The Position

As a Planning and Advice Associate, you serve as a trusted partner to workplace and personal investment customers. You 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. Through a structured development path with comprehensive training and licensing support, you build relationship-building, planning, and service-to-sales skills. 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. In a collaborative, growth-oriented environment, associates develop financial planning expertise, client relationship skills, and consultative capabilities, using Fidelity’s planning tools, research, investment solutions, and business partnerships to support clients’ long-term financial well-being. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve. The posting also describes the role as requiring the ability and flexibility to work in a hybrid setting, both at home and in the office. Fidelity will not provide immigration sponsorship for this position. Hiring or association may be restricted by laws and regulations concerning certain criminal histories.

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.
Ability and flexibility to work in a hybrid setting, both at home and in the office.
Aptitude to complete the FINRA SIE, Series 7, and Series 66 upon hire.

Responsibilities

Engage in inbound and outbound conversations with workplace and personal investment customers.
Provide guidance on customers’ retirement and/or investment needs.
Help clients navigate Fidelity’s products, services, and planning tools.
Understand client needs, build trusted relationships, and connect clients with solutions aligned to their goals.
Use planning tools, research, investment solutions, and business partnerships to support clients’ long-term financial well-being.
Develop financial planning, client relationship, and consultative skills through a structured development path.