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Planning & Advice Associate — Hybrid Finance Career Path
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-07-18
Listing for:
Fidelity
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity is seeking a Planning and Advice Associate to support workplace and personal investment clients. You will conduct planning conversations, guide clients through Fidelity’s tools, and work toward licensing milestones including FINRA SIE, Series 7, and Series 66.
This role offers a structured development path with training and licensing support, and a flexible hybrid work arrangement combining home and office environments.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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