Planning and Advice Associate - Westlake, TX
Fidelity Investments•Westlake, TX
•Hybrid
About The Position
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will 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. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive 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
- 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
Responsibilities
- Engage in inbound and outbound conversations with customers.
- Provide guidance on retirement and/or investment needs.
- Help clients navigate Fidelity’s products, services, and planning tools.
- Develop relationship-building, planning, and service to sales skills.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
