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Planning & Advice Associate - Hybrid, FINRA Licensing Path
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-06-12
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fidelity Investments in Jacksonville, Florida, is seeking a Planning and Advice Associate to build client relationships and provide investment guidance through inbound and outbound conversations. The role includes using Salesforce and internal systems to manage service calls while helping clients navigate Fidelity's financial products and strategies.
Ideal candidates will possess strong consultative experience and a desire to learn about financial services. The position also offers a hybrid work environment, comprehensive training, and various benefits including health insurance and tuition reimbursement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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