Workplace Planning Associate

Fidelity Investments, a globally recognized leader in financial services based in Boston, MA, is seeking a dedicated Workplace Planning Associate to join our vibrant team. This role is pivotal in facilitating comprehensive workplace financial solutions tailored to meet client needs, helping them achieve their financial goals. The candidate will leverage Fidelity’s vast resources to provide expert guidance on retirement planning, investment strategies, and financial products.

This position offers a strategic pathway to understanding client requirements and developing customized plans that align with their long-term financial aspirations.