Planning and Advice Associate

Fidelity Investments•Smithfield, RI

12d•$47,500 - $50,000•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. 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. As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

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.
Partner with workplace participants and personal investing clients to understand their needs.
Build trusted relationships with clients.
Connect clients with solutions aligned to their goals.