Planning and Advice Associate - Greenwood Village, CO

Serve as a trusted partner for investment customers by providing guidance on retirement and investment needs. You will engage in inbound and outbound conversations, help clients navigate Fidelity's products and services, and develop relationship-building and sales skills through a structured development path with comprehensive training and licensing support.

• Build relationships with 401(k) workplace participants and/or personal investment clients
• Guide clients using Fidelity’s planning tools, research, and investment solutions
• Handle inbound service and consultative calls; conduct outbound outreach
• Introduce customers to appropriate business partners and set targeted planning appointments
• Discuss market trends, investment concepts, and financial planning strategies
• Manage and prioritize your day using Salesforce and internal systems

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.