Planning and Advice Associate

Note: Fidelity will not provide immigration sponsorship for this 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 Fidelitys products services and planning tools. You will develop relationshipbuilding planning and service to sales skills through a structured development path with comprehensive training and licensing support.

• 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 timemanagement 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

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 Fidelitys planning tools research investment solutions and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelitys Onsite Working Model
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.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.