Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound ...
Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound ...
... Planner to join our operations team. In this role, you will be responsible for managing the ... Associate degree or a minimum of 2 years' experience. * Experience working in a fast-paced ...
... Planner to join our operations team. In this role, you will be responsible for managing the ... Associate degree or a minimum of 2 years' experience. * Experience working in a fast-paced ...
... Planner to join our operations team. In this role, you will be responsible for managing the ... Associate degree or a minimum of 2 years' experience. * Experience working in a fast-paced ...
... Planner to join our operations team. In this role, you will be responsible for managing the ... Associate degree or a minimum of 2 years' experience. * Experience working in a fast-paced ...
Planner, Campus Preparedness/Office of Emergency Management (OEM)
Kingston, RI · On-site
$75K - $80K/yr
... Assoc Pay Grade Level Grade Level : 9 Pay Grade Range Anticipated Hiring Salary Range: $75,000 ... planning and preparedness. 3. Demonstrated experience developing and maintaining plans and ...
Planner, Campus Preparedness/Office of Emergency Management (OEM)
Kingston, RI · On-site
$75K - $80K/yr
... Assoc Pay Grade Level Grade Level : 9 Pay Grade Range Anticipated Hiring Salary Range: $75,000 ... planning and preparedness. 3. Demonstrated experience developing and maintaining plans and ...
The Director of Workforce Planning & Labor Management is responsible for developing and executing ... Remote associates are welcome to work from the office but are not required to do so. While remote ...
The Director of Workforce Planning & Labor Management is responsible for developing and executing ... Remote associates are welcome to work from the office but are not required to do so. While remote ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$61K - $81K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$61K - $81K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Pawtucket, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Pawtucket, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Bristol, RI · On-site
$61K - $81K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Bristol, RI · On-site
$61K - $81K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$59K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$58K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$58K - $78K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$56K - $75K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$56K - $75K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Cranston, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Cranston, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
RETAIL ASSOCIATE
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
RETAIL ASSOCIATE
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
RETAIL ASSOCIATE
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
RETAIL ASSOCIATE
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
RETAIL ASSOCIATE
Pawtucket, RI · On-site
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
RETAIL ASSOCIATE
Pawtucket, RI · On-site
$16 - $17/hr
Retail Associate Pay Range : $16.00 - $17.00 We Make Applying Easy! Want to apply to this job via ... Assists with menu planning and ordering using appropriate company programs and initiatives.
This role collaborates closely with the Buyers as well as the Replenishment and Planning and ... An Associate's or Bachelor's degree in a related field (e.g., Buying, Business, Finance) is ...
This role collaborates closely with the Buyers as well as the Replenishment and Planning and ... An Associate's or Bachelor's degree in a related field (e.g., Buying, Business, Finance) is ...
This role collaborates closely with the Buyers as well as the Replenishment and Planning and ... An Associate's or Bachelor's degree in a related field (e.g., Buying, Business, Finance) is ...
This role collaborates closely with the Buyers as well as the Replenishment and Planning and ... An Associate's or Bachelor's degree in a related field (e.g., Buying, Business, Finance) is ...
Associate Planner information
See Rhode Island salary details
$37.7K - $43.9K
3% of jobs
$43.9K - $50.1K
4% of jobs
$50.1K - $56.3K
8% of jobs
$62.5K is the 25th percentile. Wages below this are outliers.
$56.3K - $62.5K
9% of jobs
$62.5K - $68.6K
9% of jobs
$68.6K - $74.8K
10% of jobs
The median wage is $76.9K / yr.
$74.8K - $81K
16% of jobs
$87.2K is the 75th percentile. Wages above this are outliers.
$81K - $87.2K
15% of jobs
$87.2K - $93.4K
11% of jobs
$93.4K - $99.6K
8% of jobs
$99.6K - $105.8K
5% of jobs
$37.7K
$76.7K
$105.8K
How much do associate planner jobs pay per year?
What does an Associate Planner do?
What are some common challenges faced by Associate Planners when balancing multiple projects with tight deadlines?
What are the key skills and qualifications needed to thrive as an Associate Planner, and why are they important?

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted yesterday
Fidelity Investments rating
8.7
Based on 270 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
- As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
- Guide clients using Fidelity's planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- Strong client relationship and consultative experience.
- Experience with inbound/outbound warm leads and customer engagement.
- Interest or knowledge in financial services and retirement planning.
- Strong communication, technology, and time-management skills.
- Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Licensing & Development
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
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 (opens in a new tab)
- Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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