LOCATION: Florida JOBS - Fidelity Investments

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Financial Consultant - Sarasota, FL Sarasota, FL

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retRead More

SSG Service Support Specialist Jacksonville, FL

In the Service Support Group you will be an integral part of a team that provides expertise for all complex service items, emphasizing “point of service” resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make cleareRead More

Transition Services Associate Jacksonville, FL

In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as Read More

Workplace Planning Associate - Jacksonville, FL Jacksonville, FL

We believe your natural tenacity unlocks new opportunities. We believe your communication skill opens customers’ minds. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For Superior customer relations skills and experience, sales experience is a plus FINRA Series 7 (or ability to obtain wRead More

Central Relationship Manager - Jacksonville, FL Jacksonville, FL

Your engaging personality is attractive to customers. And your instinctive tenacity is definitely attractive to us. The Expertise We’re Looking For 1-3 years’ experience in financial services (outbound calling experience preferred) Related sales or customer engagement experience desired Series 7 & 63 licenses required prior to hire Series 65 and/or 66 licenses required within 3 months of hire StRead More

Workplace Planning Consultant I - Jacksonville, FL Jacksonville, FL

As a Workplace Planning Consultant I, you will be focused on helping our participants drive better outcomes by engaging in consultative conversations over the phone. You will work to meet the planning and advice needs of workplace participants, and be a subject matter expert regarding enrollments, distribution options, account consolidations, savings habits and investment choices, as well as retirRead More

2017 – 2019 Undergraduates - Customer Relationship Advocate Jacksonville, FL

Are you eager to begin your career with an amazing organization? Do you enjoy helping others? Are you the “go to person “at school, work or in your community? Would your friends and family describe you as friendly and resourceful? If your answer is YES to any or all of these questions, we really should talk! The Team We put our customers first in everything we do and they rely on us every day tRead More

2017 – 2019 Undergraduates - Customer Relationship Advocate Jacksonville, FL

Are you eager to begin your career with an amazing organization? Do you enjoy helping others? Are you the “go to person “at school, work or in your community? Would your friends and family describe you as friendly and resourceful? If your answer is YES to any or all of these questions, we really should talk! The Team We put our customers first in everything we do and they rely on us every day tRead More

Investment Sales and Solutions Representative - Jacksonville, FL Jacksonville, FL

We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The Expertise We’re Looking For A college degree (preferred) Sales acumen with validated experience consulting with customers or clients Effective phone and e-mail communication skills Comprehensive understanding of the financial services market, economy and industrRead More

Client Management Representative - Jacksonville, FL Jacksonville, FL

Your knowledge and expertise of managed portfolio products helps you gain trust with our clients The Expertise We’re Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfoRead More

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