Financial Planning & Advisory Associate

Soteria Reinsurance Ltd.

Jacksonville (FL)

Hybrid

USD 55,000 - 75,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Fidelity Investments is seeking a Planning and Advice Associate in Jacksonville, FL to serve as a trusted partner for workplace and personal investment customers. You will engage in conversations, guide retirement and investment needs, and help clients navigate Fidelity’s planning tools.

The role includes a structured development path with training and licensing support. You will develop relationship-building, planning, and service-to-sales skills in a hybrid work setting, with expectations of

Qualifications

Must have 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.

Responsibilities

Engage in inbound/outbound conversations with customers.
Provide guidance on retirement and investment needs and navigate Fidelity’s products and planning tools.
Develop relationships and adapt planning solutions to meet client goals.
Work with the Planning and Advice team to support training and licensing processes.