Fidelity Investments Institutional Operations Company

2026-2027 Undergraduates, Planning & Advice Associate

Westlakeonsitejunior$48K – $50K

Posted today · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

Job Description: 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.…

Read the full description on Fidelity Investments Institutional Operations Company's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: salesforce, outreach

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Westlake. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforceoutreach

More at Fidelity Investments Institutional Operations Company

See all open jobs at Fidelity Investments Institutional Operations Company →