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Full-time
Posted 29d ago
~40 hrs/week
Responsibilities
You will serve as a trusted partner for customers, providing guidance on retirement and investment needs through inbound and outbound conversations. You will also help clients navigate Fidelity's products and planning tools while building long-term financial relationships.
Requirements
Candidates should have strong client relationship and consultative experience with an interest in financial services. You must have the aptitude to complete FINRA SIE, Series 7, and Series 66 certifications upon hire.
Full job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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 and licensing support.
The Expertise and Skills You Bring
Strong client relationship and consultative experience
Experience with inbound/outbound warm leads and customer engagement
Interest or knowledge in financial services and retirement planning
Strong communication, technology, and time‑management skills
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
The Team
The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.
As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.
Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
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.
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,420,509
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
How many Sales jobs are open in Jacksonville, FL right now?
There are currently 1,433 open sales positions in Jacksonville, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Jacksonville, FL?
Companies currently hiring include Hanania Automotive Group, Symmetry Financial Group, Lowe's Companies, Inc., AutoZone, The Spa at Ponte Vedra Inn & Club, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Jacksonville, FL?
Yes — 244 of the 1433 open sales positions offer remote or hybrid work (153 remote, 91 hybrid).
How do I apply for Sales jobs in Jacksonville, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.