Planning and Advice Associate

Fidelity Investments

Planning and Advice Associate guiding Fidelity workplace and personal investment clients on retirement and investment needs. Building trusted relationships through personalized planning, products, and tools.

Posted 8/18/2026full-timeMerrimack • Colorado, Kentucky, New Hampshire, Texas, Utah • 🇺🇸 United StatesJuniorMid-Level💰 $47,500 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and consultative skills, with a focus on financial services and retirement planning. Proficient in utilizing planning tools and delivering personalized client experiences to support long-term financial well-being.

Highest-signal resume keywords

Client Relationship ManagementConsultative ExperienceFinancial Services KnowledgeCommunication SkillsTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement PlanningInvestment SolutionsCustomer EngagementHybrid Work Adaptability

Soft Skills

Relationship BuildingPersonalized Client Support

Tools & Technologies

Fidelity Planning Tools

Certifications & Qualifications

FINRA SIESeries 7Series 66

Industry Keywords

Securities LawsInvestment RegulationsFinancial Activity Compliance

About the role

Key responsibilities & impact

Serve as a trusted partner for workplace and personal investment customers
Engage in inbound and outbound conversations
Provide guidance on retirement and investment needs
Help clients navigate Fidelity’s products, services, and planning tools
Develop relationship-building, planning, and service-to-sales skills through a structured development path
Partner with workplace participants and personal investing clients to understand their needs
Build trusted client relationships and connect clients with solutions aligned to their goals
Leverage Fidelity’s planning tools, research, investment solutions, and business partnerships
Deliver personalized experiences and support clients in achieving long-term financial well-being

Requirements

What you’ll need

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
Fidelity will not provide immigration sponsorship for this position
Ability to comply with applicable securities, investment, retirement-related financial activity laws and regulations
Ability to satisfy restrictions related to certain criminal histories
Series 07, Series 63, and Series 66 certifications listed for the role

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment and tuition reimbursement
Learning resources to develop your career
Comprehensive training and licensing support
Hybrid work setting, both at home and in office