Planning and Advice Associate - Greenwood Village, CO

Fidelity Investments•Greenwood Village, CO

8d•$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. As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.

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

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.