Planning and Advice Associate - Merrimack, NH
Fidelity
Merrimack, Hillsborough County$82,239 - $82,239 est.Full-timePosted 1 day ago
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 …
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