Planning and Advice Associate - Greenwood Village, CO
Fidelity Bank is seeking a Planning and Advice Associate to serve as a trusted partner for workplace and personal investment customers. In this role, you will engage with clients to provide guidance on retirement and investment needs while helping them navigate Fidelity's products and services.
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
Skills
- 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
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
- 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
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview