Job DescriptionPlanning and Advice AssociateAs 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 andor investment needs and help clients navigate Fidelitys 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.Key ResponsibilitiesAs 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 401k workplace participants andor personal investment clients through planning and advice conversations.Guide clients using Fidelitys planning tools research and investment solutions.Handle inbound service and consultative calls conduct outbound outreach through warm opportunities andor 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.Skills & ExpertiseStrong client relationship and consultative experience.Experience with inboundoutbound 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 hireLicensing & DevelopmentPaid support to obtain SIE Series 7 and Series 66.Tuition reimbursement available for future credentials.Our Investments in YouOur benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits not all benefits are listed Maternal and Parental Leave Tuition Reimbursement Student Loan Assistance 401K 7 match Health Insurance Dental Insurance Vision Insurance Disability Insurance Paid Time off Backup Dependent Care Charitable match and Concierge Services.Sound too good to be true See for yourself and learn more about our benefits offeringsClick to hear from a few of our associates about the outstanding benefits Fidelity offers Benefits at Fidelity Investments opens in a new tabClick here for a local news story about how we are helping our employees payback their student loan debt opens in a new tabNote Fidelity is not providing immigration sponsorship for this positionCertificationsSeries 07 - FINRA Series 63 - FINRA Series 66 - FINRACategoryCustomer Service SalesMost roles at Fidelity are Hybrid requiring associates to work onsite every other week all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.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 andor associating with individuals with certain Criminal Histories.ApplyAll fields are required.First nameLast nameEmailCareer areas of interestSelectAdministrativeAsset Managementbusiness Analysis & Project ManagementCorporate ServicesCryptoDigital AssetsBlockchainCustomer ServiceFinance & AccountingInvestmentMarketing & CommunicationsOperationsProduct Development & ManagementRisk ManagementSales & Relationship ManagementTechnologyCountrySelectUnited StatesAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBolivia Plurinational State ofBonaire Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos Keeling IslandsColombiaComorosCongoCongo The Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte dIvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland Islands MalvinasFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly See Vatican City StateHondurasHong KongHungaryIcelandIndiaIndonesiaIran Islamic Republic ofIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea Democratic Peoples Republic ofKorea Republic ofKuwaitKyrgyzstanLao Peoples Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia Federated States ofMoldova Republic ofMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin French partSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten Dutch partSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyrian Arab RepublicTaiwan Province of ChinaTajikistanTanzania United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVenezuela Bolivarian Republic ofViet NamVirgin Islands BritishVirgin Islands U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland IslandsPostal codeBy clicking I accept you are indicating your acceptance of our collection saving use transfer and disclosure of your personal information as described in The Applicant Privacy and Protection Notice Fidelity Privacy Policy. This notice is applicable to all personal information collected by Fidelity through either this site operated on behalf of Fidelity by Beamery andor other Careers Sites" including those Fidelity Websites and Web pages dedicated to employee recruitment across Fidelity business entities and geographical locations. I Accept Start ApplicationBenefits that balance life and workFrom our fully paid parent leave to our on-site health and wellness centers our benefits support the belief that more balance you have the better you can achieve your goals.BenefitsCompany overviewCompany overviewAt Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.Reasonable accommodationsFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodationsfmr.com or by calling 800-835-5099 prompt 2 option 3.Equal opportunity employerFidelity Investments is an equal opportunity employer. We believe that the most effective way to attract develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Hybrid work scheduleFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.Applicant screeningAt Fidelity we value honesty integrity and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal civil litigations and regulatory review employment education and credit review role dependent. These investigations will account for 7 years or more of history depending on the role. Where permitted by federal or state law Fidelity will also conduct a pre-employment drug screen which will review for the following substances Amphetamines THC marijuana cocaine opiates phencyclidine.AI GuidelinesLearn about our guidelines for use of AI when applying for a Fidelity jobReturn to job search