Senior Planning Associate, Financial Solutions

Fidelity Investments • Boston, MA

2d • $85,000 - $171,000 • Hybrid

About The Position

The Role Are you someone passionate about helping Fidelity’s customers answer key financial planning questions such as “When can I retire?”, “Should I pay down my debt or invest?”, and “How much do I need for healthcare in retirement?”. If yes, come join Financial Solutions and be part of the team which develops the methodology that provides answers to these questions and more for our retail and workplace customers. You’ll play a vital role in developing the methodology and help translate it into functional digital tools for representatives and customers. The Expertise and Skill You Bring This role will work with a range of teams at Fidelity including Fidelity Technology, Platform, Analytics, Product Management, Legal, and Compliance teams, among others. Your responsibilities will include: Conducting financial planning research and assisting in the creation of Fidelity's planning methodologies and related collateral Identifying and accessing data for financial planning methodology research and development Identifying the impact of financial planning frameworks and decisions on customer behavior and outcomes Designing, developing prototypes & working with tech partners to implement prototypes The ideal candidate: Is enthusiastic about helping Fidelity customers through impactful financial planning and improved financial well‑being Demonstrates intellectual curiosity, initiative, and a desire to continuously learn new skills Brings strong quantitative, analytical, and problem‑solving capabilities Strong passion for data and financial planning, with a focus on improving customer well-being Holds a Bachelor’s or Graduate degree in Engineering, Finance, Mathematics, Statistics, Econometrics, Computer Science, or a related quantitative field Has experience with quantitative model construction, data analytics and/or data science, and programming languages such as Python, R, SQL, Java, and VBA Communicates effectively with both technical and non-technical audiences Has an interest in financial planning and pursuing the CFP designation 1–3 years of relevant financial services experience Thrives in a fast paced, collaborative, team-based environment Working knowledge of generative AI and Vibe coding is a plus Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Solutions team, part of Strategic Advisors, develops the financial planning methodologies that underpin the financial advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. The team also conducts research, drives innovation in financial planning and provides thought leadership on a range of financial planning topics, as well as aids in investment product development. The base salary range for this position is $85,000-171,000 USD 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position. Certifications: Category: Investment Operations At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy

Requirements

• Is enthusiastic about helping Fidelity customers through impactful financial planning and improved financial well‑being
• Demonstrates intellectual curiosity, initiative, and a desire to continuously learn new skills
• Brings strong quantitative, analytical, and problem‑solving capabilities
• Strong passion for data and financial planning, with a focus on improving customer well-being
• Holds a Bachelor’s or Graduate degree in Engineering, Finance, Mathematics, Statistics, Econometrics, Computer Science, or a related quantitative field
• Has experience with quantitative model construction, data analytics and/or data science, and programming languages such as Python, R, SQL, Java, and VBA
• Communicates effectively with both technical and non-technical audiences
• Has an interest in financial planning and pursuing the CFP designation
• 1–3 years of relevant financial services experience
• Thrives in a fast paced, collaborative, team-based environment

Nice To Haves

• Working knowledge of generative AI and Vibe coding is a plus

Responsibilities

• Conducting financial planning research and assisting in the creation of Fidelity's planning methodologies and related collateral
• Identifying and accessing data for financial planning methodology research and development
• Identifying the impact of financial planning frameworks and decisions on customer behavior and outcomes
• Designing, developing prototypes & working with tech partners to implement prototypes

Benefits

• comprehensive health care coverage
• emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees