Business & FinanceEntry levelHybrid
Planning and Advice Associate - Greenwood Village, CO
Fidelity InvestmentsGreenwood Village, CO
$47,500–50,000/yr
Posted Oct 12, 2026
What you’d do
Serve as a trusted partner for workplace and personal investment customers through inbound and outbound conversations, guiding clients on retirement and investment needs and helping them use Fidelity's products and planning tools. Full time, hybrid work setting with structured training and licensing support. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Client relationship and consultative experience
- Inbound/outbound warm lead experience
- Interest or knowledge in financial services and retirement planning
- Strong communication and time-management skills
- Hybrid work flexibility
Our summary of the listing. The full listing has the details.