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Entry Level Financial Advisor

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Fidelity Investments



Workplace Planning Associate

Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The Expertise We re Looking For
  • Outstanding customer relations experience
  • Sales experience is a plus
  • FINRA Series 7 OR ability to acquire series 7 upon hire
  • High degree of motivation and able to work collaboratively
  • Knowledge of a consultative relationship process helpful
The Purpose of Your Role

As part of the Workplace Planning and Advice outbound call team, you will engage inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance and to get the results you are striving toward.

The Skills You Bring
  • An understanding of a sales process, including customer calling and working with warm leads
  • Active listening and time-management skills
  • Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are crafted to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
  • Click here for a local news story about how we are helping our employee s payback their student loan debt
Training for Your Role

We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 66 licenses.

  • Click to learn about Training Opportunities at Fidelity and how we support our associates to obtain their securities licenses
The Value You Deliver
  • Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
  • Building rapport and opening a conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
  • Learn book-management skills and effectively handling leads through lead utilization
  • Set up targeted appointments to address client needs related to products and services
How Your Work Impacts the Organization

This role is part of Fidelity s Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.

We believe in being #DifferentTogether. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Certifications:Series 07 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at

Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-###-####, prompt 2, option 2.

Associated topics: agent, broker, guest, insurance sales, retail, sales, sales agent, sales associate, sales professional, sales representative
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