Planning and Advice Associate - Smithfield, RI

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.

Responsibilities

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; 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

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; Series 07 - FINRA; Series 66 - FINRA

Benefits

Paid support to obtain SIE, Series 7, and Series 66; Tuition Reimbursement; Student Loan Assistance; 401(K) 7% match; Health Insurance; Dental Insurance; Vision Insurance; Disability Insurance; Paid Time off; Backup Dependent Care; Charitable match; Concierge Services; Maternal and Parental Leave