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Hybrid Financial Planning & Advice Associate

Job in Merrimack, Hillsborough County, New Hampshire, 03054, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

Fidelity Investments is seeking a Planning and Advice Associate in Merrimack, NH to guide workplace and personal investment customers through retirement and investment planning. You will engage in inbound and outbound conversations, helping clients navigate Fidelity's products and planning tools while building trusted relationships.

Through a structured development path with training and licensing support (SIE, Series 7, Series 66), you will grow your planning and service-to-sales skills in a

Consider building your career as a Hybrid Financial Planning & Advice Associate at Fidelity Investments.

Full responsibilities and requirements are described in the listing above.

Learn more about the Hybrid Financial Planning & Advice Associate role in the description above.

We appreciate your interest in this position.

Join Fidelity Investments and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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