Summary written by USA Jobs 24 from Fidelity Investments' advert and our data on 17,030 current US jobs. How we check every job
At a glance
Fidelity Investments is hiring a Planning and Advice Associate - Greenwood Village, CO in Greenwood Village, CO. It is a full-time role in Operations & Supply Chain, first listed on November 4. The advertised pay is $47,500–$50,000 a year. Fidelity Investments has 99 other openings in the US.
How the pay compares
Fidelity Investments advertises $47,500 to $50,000 a year, a midpoint of $48,750 a year. Where an offer lands in a range usually depends on experience and on the exact location. That is lower than about 100% of the 11 operations jobs in Colorado that publish a yearly rate on USA Jobs 24, where the typical midpoint is $114,000 a year. To see roughly what this leaves after federal and Colorado tax, try our take-home pay calculator.
Before you apply
- Check it is still open. We found this job on Fidelity Investments' Workday site on November 4 and checked it again November 4, 5:17 AM ET. When an employer takes a job down, we remove it at our next daily update.
- Check the location works for you. This role is based in Greenwood Village, CO. If you would need to move, ask whether relocation help is offered.
- Know your number. Decide the lowest offer you would accept before the first call. Our salary negotiation guide explains how to ask for more.
- Apply only through Fidelity Investments' own site. Our Apply button goes straight to Fidelity Investments' Workday page. If anyone contacts you about this job and asks for money, gift cards or bank details, stop and check it with our scam checker. Read how to spot a fake job offer.
About hiring at Fidelity Investments
Fidelity Investments has 100 openings on USA Jobs 24 today across 22 states. Most are in software & IT (29), finance & banking (19) and operations (10). The biggest locations are Boston, MA (22), Westlake, TX (18) and Durham, NC (12). 4% of them are remote, 6% are open to entry-level candidates and 46% show pay. We collect Fidelity Investments' jobs every day straight from its own careers system (Workday), never from job boards or agencies.
The employer's advert
This is Fidelity Investments' own description of the job, copied word for word from its careers site. We have not edited it.
Show the full advert from Fidelity InvestmentsHide the advert517 words
Fidelity will not provide immigration sponsorship for this position.
Job Description:
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.
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:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
Customer Service, SalesUSA Jobs 24 copied this listing from Fidelity Investments' official careers site on November 4, 2026 and checked it again November 4, 5:17 AM ET. Fidelity Investments will never ask you to pay to apply or to buy equipment with a check they send you. If anyone does, it is a scam.
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