Planning and Advice Associate - Greenwood Village, CO
About The Position
As a Planning and Advice Associate, you serve as a trusted partner for 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. You develop relationship-building, planning, and service-to-sales skills through a structured development path with comprehensive training and licensing support. 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 follow a structured development path to build financial planning expertise, client relationship skills, and consultative capabilities. The team uses Fidelity’s planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and 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 as the rollout continues. The position is listed in Greenwood Village, Colorado. Fidelity will not provide immigration sponsorship for this position.
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 the office.
- Aptitude to complete 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.
- Build trusted client relationships and connect clients with solutions aligned to their goals.
- Develop financial planning, relationship-building, and consultative skills through a structured development path.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
