Planning and Advice Associate - Westlake, TX

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

Serve as a trusted partner for workplace and personal investment customers; Engage in inbound and outbound conversations; Provide guidance on retirement and/or 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 with comprehensive training and licensing support; Partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals

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

Benefits

Collaborative and growth-oriented environment; Structured development path; Comprehensive training and licensing support