Skip to main content
Back to jobs

Planning and Advice Associate - Merrimack, NH

External
Fidelity logoFidelity · Merrimack, NH
Full-timeHybrid1w ago
Salesforce
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

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.
  • 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
  • Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.
  • Our Investments in You
  • Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our
  • employee's payback their student loan debt (opens in a new tab)
  • Certifications:
  • Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
  • Category:

Benefits

Health insuranceDental insuranceVision insurance401(k)Parental leave

Additional Information

Job Description: Planning and Advice Associate 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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at Fidelity? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect