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Planning Associate Fidelity Salary Jobs (NOW HIRING)

Modera Wealth Management

Planning Associate

Wayne, PA · Hybrid

$60K - $85K/yr

We are looking for a Planning Associate that will be responsible for supporting our lead advisors ... Partial remote work * Salary range: $60,000-85,000 annually, non-exempt * Pay ranges are job ...

Modera Wealth Management

Planning Associate

Wayne, PA · On-site

$60K - $85K/yr

We are looking for a Planning Associate that will be responsible for supporting our lead advisors ... Partial remote work * Salary range: $60,000-85,000 annually, non-exempt * Pay ranges are job ...

KEATING

Financial Planning Associate

Lawrence, KS · On-site

$51K - $55K/yr

Keating & Associates, Inc. Financial Planner Job Summary We are seeking a Financial Planning ... The salary range is $51,000 - $55,000 based on experience. Responsibilities Include but Are Not ...

RHS Financial

Wealth Planning Associate

San Francisco, CA · Remote

$70K - $100K/yr

RHS Financial is hiring a Wealth Planning Associate . This is an entry-level/early career, semi ... Compensation Salary Range: $70,000 - $100,000 + Bonus depending on relevant experience, education ...

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Planning Associate Fidelity Salary information

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$38.5K

$78.3K

$108K

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

As of Jul 30, 2026, the average yearly pay for planning associate fidelity salary 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.

How much do Fidelity planning consultants make?

Fidelity planning associates typically earn an average salary ranging from $50,000 to $70,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong financial knowledge and client service skills.

What is a workplace planning associate at Fidelity?

A workplace planning associate at Fidelity is responsible for coordinating and managing office space, facilities, and related resources to support the company's operational needs. The role often involves project management, communication skills, and familiarity with workplace technologies and policies.

What is the salary of an associate at Fidelity?

The salary of a Planning Associate at Fidelity typically ranges from $50,000 to $70,000 per year, depending on experience and location. Entry-level associates may start at the lower end of this range, with potential for bonuses and benefits. Compensation can also vary based on performance and additional certifications.

How much is starting pay at Fidelity?

The starting pay for a Planning Associate at Fidelity typically ranges from $50,000 to $65,000 annually, depending on experience and location. Entry-level roles may also include benefits such as health insurance and retirement plans, with opportunities for advancement and salary growth over time.
More about Planning Associate Fidelity Salary jobs
What cities are hiring for Planning Associate Fidelity Salary jobs? Cities with the most Planning Associate Fidelity Salary job openings:
What states have the most Planning Associate Fidelity Salary jobs? States with the most job openings for Planning Associate Fidelity Salary jobs include:
What job categories do people searching Planning Associate Fidelity Salary jobs look for? The top searched job categories for Planning Associate Fidelity Salary jobs are:
Planning Associate Fidelity Salary jobs near you
Infographic showing various Planning Associate Fidelity Salary job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $78,283 per year, or $37.6 per hour.

Planning and Advice Associate - Greenwood Village, CO

Fidelity Investments

Greenwood Village, CO • On-site

$47K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

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
  • employee's payback 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.
The base salary range for this position is $47,500 - $50,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:
Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales

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