Planning and Advice Associate - Westlake, TX

Fidelity Investments•Westlake, TX

21h•Hybrid

About The Position

As a Planning and Advice Associate, you will serve as a trusted partner for Fidelity's workplace and personal investment customers. This role involves engaging in inbound and outbound conversations, providing guidance on retirement and investment needs, and assisting clients in navigating Fidelity’s products, services, and planning tools. The position offers a structured development path with comprehensive training and licensing support to build relationship-building, planning, and service-to-sales skills. Fidelity is a privately held company committed to making financial expertise accessible and effective, fostering a diverse and inclusive work environment that values unique perspectives.

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

Build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations as part of the inbound and outbound call team.
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.