Planning and Advice Associate - Westlake, TX

Fidelity Investments•Westlake, TX

2d•Hybrid

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 designed 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 in achieving long-term financial well-being. Fidelity will not provide immigration sponsorship for this position. The role is based in Westlake, Texas, and requires the ability and flexibility to work in a hybrid setting, both at home and in the office. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles. Upon hire, the associate is expected to complete the Securities Industry Essentials (SIE), Series 7, and Series 66 examinations. Fidelity’s business is subject to securities, investment, and retirement-related laws and regulations that may restrict hiring or association with individuals with certain criminal histories.

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 setting, both at home and in the office.
Aptitude to complete the FINRA SIE, Series 7, and Series 66 upon hire.
Fidelity will not provide immigration sponsorship for this position.

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.
Understand clients’ needs, build trusted relationships, and connect them with solutions aligned to their goals.
Use Fidelity’s planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients’ long-term financial well-being.
Develop financial planning, relationship-building, and consultative skills through a structured development path.