Charitable Planning Associate

Westlake, TX
April 12 2019
The charitable planning associate role is critical in identifying and expanding the Fidelity Charitable network of professional advisors through prospecting and further developing existing relationships.

The Team

Whether building relationships and increasing contributions from our network of Financial Advisors or supporting the key members of your designated territory on the contribution of complex asset deals, the Charitable Planning Associate is critical in helping Fidelity Charitable achieve its annual fundraising goals and raise additional awareness of our program. Your role is to make an impact on annual fundraising goals by pro-actively engaging with Financial Advisors over the phone with both prospecting efforts and enhancing existing Advisor relationships.

The Expertise You Have
  • Demonstrated competitiveness, resiliency and self-motivation to uncover business opportunities
  • Strong interpersonal skills and EQ
  • Active listening skills and the ability to influence
  • Proven track record of being intellectually curious and driven to constantly improve
  • Strong knowledge of the financial advisor industry and financial planning experience

The Skills You Bring
  • Your relationship management and territory management skills
  • You have a competitive drive and resiliency to execute each day
  • You have the proven ability to seek continuously for new business opportunities
  • Your skills ensure prompt and effective responses to client requests and interactions
  • You display effective collaboration and teamwork across business partners
  • Ability to effectively manage time while maintaining high levels of dedicated fundraising activity via the phone
  • Proven track record of being dedicated in nature, goal oriented and execution focused
  • Your consultative approach to uncovering and presenting to the needs of prospects
  • You have the proven ability to build meaningful relationships in order to influence and drive to fundraising goals over the phone
  • You possess strong EQ skills to be able to connect and build rapport over the phone

The Value You Deliver
  • Building our network of professional advisors by prospecting effectively and establishing new fundraising opportunities
  • By delivering our message to prospective advisors and donors, you are contributing to our mission to make charitable giving simple, accessible, and effective
  • Your expertise in our systems and data are bringing the very best of Fidelity Charitable to each donor or advisor experience

Company Overview

At Fidelity, we are focused on 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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