Planning and Advice Associate

Fidelity • Merrimack, FL

8d • 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. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment
• Tuition reimbursement
• Learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed