Onsite Financial Services Advisor

Fidelity Investments Inc.; Jacksonville (FL); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

Onsite working model

Training program

Job summary

Fidelity Investments is hiring a Financial Customer Associate to join our Jacksonville site. This full-time, on-site role features a phased rollout with an alternating schedule and a comprehensive training cohort during the first 14 weeks.

You will handle a range of customer inquiries related to 401k plans, account maintenance, withdrawals, and informed guidance. You do not need a finance background to succeed; we seek strong listeners and communicators who build rapport and help clients make

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Excellent communication and empathy toward diverse customers.
• Ability to adapt to onsite and remote components.

Responsibilities

• Assist customers with 401k questions, withdrawals, and loans.
• Maintain and update account information.
• Provide education or resources to help customers make informed financial decisions.
• Participate in training and coaching to advance skills.

Skills

Rapport building

Active listening

Communication

Customer service experience

Adaptability

Tech troubleshooting

Education

High School diploma or GED

Job description

Fidelity Investments is hiring a Financial Customer Associate to join our Jacksonville site. This full-time, on-site role features a phased rollout with an alternating schedule and a comprehensive training cohort during the first 14 weeks.

You will handle a range of customer inquiries related to 401k plans, account maintenance, withdrawals, and informed guidance. You do not need a finance background to succeed; we seek strong listeners and communicators who build rapport and help clients make