Planning and Advice Associate - Westlake, TX
- Location
- Westlake, TX · Hybrid
- Job type
- Full-time
- Level
- Mid-level
- Listed
- 14 days ago
Skills & highlights for this role
- Client relationship and consultative experience
- Experience with inbound/outbound warm leads and customer engagement
- Strong communication skills
- Strong technology skills
- Strong time-management skills
- Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire
Also useful
- Interest or knowledge in financial services
- Interest or knowledge in retirement planning
The Role
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.
The Expertise and Skills You Bring
- 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
The Team
The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.
As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.
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) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Equal opportunity and legal notices
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
From Fmr's careers page, first listed on Rolev.ai on October 27, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Planning and Advice Associate - Westlake, TX job at Fmr located?
This Planning and Advice Associate - Westlake, TX position at Fmr is located in Westlake, TX (Hybrid). Always check Fmr's application page for specific state eligibility or relocation policies.
What qualifications are required for Planning and Advice Associate - Westlake, TX at Fmr?
For the Planning and Advice Associate - Westlake, TX role, Fmr highlights experience with Client relationship and consultative experience, Experience with inbound/outbound warm leads and customer engagement, Strong communication skills, Strong technology skills, Strong time-management skills, Aptitude to complete FINRA SIE, Series 7, and Series 66 upon hire. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Planning and Advice Associate - Westlake, TX position at Fmr?
This listing links directly to Fmr's Workday application page. You can apply directly on Fmr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.