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Fidelity Net Jobs in Florida (NOW HIRING)

MHI

Senior Benefits Analyst

Lake Mary, FL · On-site

$63K - $82K/yr

Together, we're building the future we all aspire to - making net zero a reality. Role Overview The ... Key Responsibilities • Monitor eligibility, auto-enrollment timing, and HRIS-to-Fidelity data ...

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What are some common challenges faced by professionals working with Fidelity Net, and how can they be addressed?

Professionals working with Fidelity Net often encounter challenges such as adapting to evolving financial regulations, integrating complex client portfolios, and managing high client expectations for digital security and service speed. Staying current with industry regulations and regularly participating in training helps address compliance issues. Collaboration with IT and compliance teams is crucial to ensure smooth integration and robust security. Building strong communication skills and maintaining an agile approach to problem-solving will help professionals thrive in this dynamic environment.

What is a Fidelity Net representative?

A Fidelity Net representative typically refers to a professional working for Fidelity Investments, one of the largest financial services corporations in the world. These representatives assist clients with their investment accounts, retirement planning, and other financial services offered by Fidelity. They provide guidance on using Fidelity's online platforms (sometimes called 'Fidelity NetBenefits'), answer questions about account management, and help resolve any issues clients may encounter. Their role is crucial in ensuring clients have a smooth and secure experience managing their financial assets online.

What are the key skills and qualifications needed to thrive as a Fidelity Net Developer, and why are they important?

To thrive as a Fidelity Net Developer, you need strong programming skills in .NET frameworks, C#, and experience with financial systems, usually supported by a degree in computer science or related fields. Familiarity with tools like Visual Studio, SQL Server, and version control systems such as Git, as well as knowledge of industry-specific platforms like Fidelity's APIs, is typically required. Excellent problem-solving abilities, collaboration, and effective communication are soft skills that help developers excel in this role. These skills and qualifications are crucial for delivering secure, compliant, and reliable financial software solutions in a highly regulated environment.

What is the difference between Fidelity Net and Fidelity Financial Advisor?

AspectFidelity NetFidelity Financial Advisor
CredentialsTypically requires basic financial knowledge, certifications varyRequires FINRA licenses, Series 7, 63, or 66, and often CFP certification
Work EnvironmentOnline platform, remote or in-office supportClient-facing, in-person or virtual meetings
Employer & Industry UsageUsed internally for account management and client accessCustomer-facing role providing financial advice and planning
Search & Comparison IntentUnderstanding platform features vs. advisor servicesSeeking financial planning and personalized advice

Fidelity Net primarily refers to the online platform used for managing accounts and accessing financial information. In contrast, Fidelity Financial Advisor involves direct interaction with clients, offering personalized financial planning and advice. While Fidelity Net focuses on digital account management, Fidelity Financial Advisor emphasizes client relationship management and financial consulting.

What are popular job titles related to Fidelity Net jobs in Florida? For Fidelity Net jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Fidelity Net jobs in Florida look for? The top searched job categories for Fidelity Net jobs in Florida are:
What cities in Florida are hiring for Fidelity Net jobs? Cities in Florida with the most Fidelity Net job openings:
Fidelity Net jobs near you
Infographic showing various Fidelity Net job openings in Florida as of July 2026, with employment types broken down into 62% Full Time, and 38% Part Time. Highlights an 100% In-person job distribution.
Wealth Management Senior Relationship Manager - Jacksonville, FL

Wealth Management Senior Relationship Manager - Jacksonville, FL

Fidelity Investments

Jacksonville, FL • On-site

Full-time

Posted 8 days ago

Fidelity Investments rating

8.8

Company rating: 8.8 out of 10

Based on 269 frontline employees who took The Breakroom Quiz

9th of 150 rated financial services

Job description


For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise We're Looking For
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

  • Five or more years of customer service experience in the Financial Services industry

  • Bachelor's Degree preferred

The Purpose of Your Role
You are providing the highest level of customer service to Fidelity's most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor's efforts to increase and develop their business.
The Skills You Bring
  • Exceptional interpersonal communication skills, via telephone and face-to-face consultations

  • Your subject matter expertise will be used to address unique and complex client service requests

  • Ability to work in a dynamic, fast-paced and deadline-oriented environment

  • You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews

  • Effectively maintain client portfolios in accordance with compliance guidelines

Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
  • Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients

  • Delivering customized service to clients seeking a personalized high-touch relationship

  • Documenting and communicating strategy discussions and implementation

  • Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning

  • Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews

  • Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings

  • Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor

  • Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting

How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management
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.

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