Planning and Advice Associate - Westlake, TX

Key Responsibilities

• 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.

Skills & Expertise

• 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.
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.

Licensing & Development

• Paid support to obtain SIE, Series 7, and Series 66.
• Tuition reimbursement available for future credentials.

Our Investments in You

• Maternal and Parental Leave.
• 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.

Note

Fidelity is not providing immigration sponsorship for this position.

Onsite Working Model

Fidelity’s 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.

Certifications

• Securities Industry Essentials (SIE)
• Series 07 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA