Planning and Advice Associate
Job in
Greeley, Weld County, Colorado, 80639, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
- Serve as a trusted partner for workplace and personal investment customers
- Engage in inbound and outbound conversations
- Provide guidance on retirement and 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
- Partner with workplace participants and personal investing clients to understand their needs
- Build trusted client relationships and connect clients with solutions aligned to their goals
- Leverage Fidelity’s planning tools, research, investment solutions, and business partnerships
- Deliver personalized experiences and support clients in achieving long-term financial well-being
- 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
- Fidelity will not provide immigration sponsorship for this position
- Ability to comply with applicable securities, investment, retirement-related financial activity laws and regulations
- Ability to satisfy restrictions related to certain criminal histories
- Series 07, Series 63, and Series 66 certifications listed for the role
Demonstrates strong client relationship management and consultative skills, with a focus on financial services and retirement planning. Proficient in utilizing planning tools and delivering personalized client experiences to support long-term financial well-being.
Highest-signal resume keywords- Client Relationship Management
- Consultative Experience
- Financial Services Knowledge
- Communication Skills
- Time Management Skills
Hard Skills
- Retirement Planning
- Investment Solutions
- Customer Engagement
- Hybrid Work Adaptability
- Relationship Building
- Personalized Client Support
- FINRA SIE
- Series 7
- Series 66
- Securities Laws
- Investment Regulations
- Financial Activity Compliance
- Fidelity Planning Tools
Position Requirements
10+ Years
work experience
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