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Fidelity Workplace Planning Associate Jobs (NOW HIRING)

Empower

Workplace Planning Consultant

Buffalo, NY · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Katy, TX · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Wilmington, NC · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Nashville, TN · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Quincy, MA · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Littleton, CO · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Fairfield, CT · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Fairfax, VA · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Orlando, FL · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

High Point, NC · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

Empower

Workplace Planning Consultant

Naples, FL · On-site +1

$55K - $76K/yr

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ...

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Fidelity Workplace Planning Associate information

See salary details

$38.5K

$78.3K

$108K

How much do fidelity workplace planning associate jobs pay per year?

As of Sep 13, 2026, the average yearly pay for fidelity workplace planning associate in the United States is $78,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,000.00 and $91,500.00 per year, depending on experience, location, and employer.

What is a Fidelity Workplace Planning Associate?

A Fidelity Workplace Planning Associate is a financial professional who helps employees of organizations that use Fidelity’s retirement and benefits services. Their main role is to provide guidance on retirement planning, investment options, and other workplace benefits. They assist clients by answering questions about 401(k) plans, helping them understand their savings options, and supporting them in making informed financial decisions for their future. These associates often communicate with clients via phone or virtual meetings, ensuring they make the most of their workplace benefits.

What are the key skills and qualifications needed to thrive as a Fidelity Workplace Planning Associate?

To thrive as a Fidelity Workplace Planning Associate, you need a strong understanding of financial concepts, retirement planning, and excellent customer service skills, often supported by a bachelor's degree and FINRA Series 7 and 63/66 licenses. Proficiency with financial planning software, CRM systems, and Fidelity's proprietary tools is typically required. Outstanding interpersonal communication, active listening, and problem-solving skills help build trust and effectively address client needs. These competencies are crucial for providing personalized financial guidance and ensuring client satisfaction in a dynamic workplace environment.

How does a Fidelity Workplace Planning Associate typically collaborate with other teams to support clients?

As a Fidelity Workplace Planning Associate, you will frequently partner with financial consultants, client service teams, and retirement specialists to deliver comprehensive planning support to workplace clients. Collaboration often involves sharing client insights, coordinating plan education sessions, and ensuring seamless transitions between different service touchpoints. Regular team meetings and cross-department communication are key to staying aligned on client needs and delivering a consistent, high-quality experience. This collaborative environment not only enhances client satisfaction but also provides you with opportunities to learn from experienced colleagues and expand your professional network within Fidelity.

What are popular job titles related to Fidelity Workplace Planning Associate jobs?

For Fidelity Workplace Planning Associate jobs, the most frequently searched job titles are:

Infographic showing various Fidelity Workplace Planning Associate job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 85% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Planning and Advice Associate - Westlake, TX

Westlake, TX • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 5 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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.
The Expertise and Skills You Bring
  • 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

The Team
The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.
As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.
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:
Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service, 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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