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Provisioning Associate Jobs in Florida (NOW HIRING)

KPMG

Associate, International Tax

Miami, FL · On-site

$56K - $74K/yr

KPMG is currently seeking an Associate to join our International Tax practice. Responsibilities ... S. international and domestic tax law provisions * Strong research and writing, Excel modeling, and ...

Affordable Care

Associate Dentist

Fort Myers, FL · On-site

$200K - $400K/yr

Full medical, dental, and supplemental insurance for full time associates * 401k w a company match ... Assisting with the provision of removable prosthetics and extraction services, as well as the ...

Ascend Partner Firms

Senior Tax Associate

Miami, FL · On-site

$78K - $96K/yr

Senior Associate - Tax Department KSDT has long been recognized as one of Forbes Best Accounting ... Experience in tax provisions a plus. * Ability to problem-solve and think both creatively and ...

Ascend Partner Firms

Senior Tax Associate

Boca Raton, FL · On-site

$77K - $95K/yr

Senior Associate - Tax Department KSDT has long been recognized as one of Forbes Best Accounting ... Experience in tax provisions a plus. * Ability to problem-solve and think both creatively and ...

Acara Solutions

Supply Chain Associate

Melbourne, FL · On-site

$25/hr

Supply Chain Associate Location: On-Site, Melbourne, FL Employment Type: Contract to Hire Industry ... A U.S. Person is a protected individual under the anti-discrimination provisions of U.S ...

KSDT

Senior Tax Associate

Miami, FL · On-site

$78K - $96K/yr

Senior Associate - Tax Department About KSDT KSDT has long been recognized as one of Forbes Best ... Experience in tax provisions a plus. * Ability to problem-solve and think both creatively and ...

Weitz

Business Development Associate

Fort Lauderdale, FL · On-site

$42K - $58K/yr

The Business Development Associate will assist the Director of Business Development to conduct ... Generous Paid Time Off Provisions * 401K Retirement Savings Plan with Company Match * Tuition ...

Mondelez International

Warehouse Associate

Orlando, FL

$15 - $17.75/hr

What You'll Need as aWarehouse Associate: * Following schedules and instructions from the Foreman ... Pay Transparency Nondiscrimination Provision; Know Your Rights: Workplace Discrimination is Illegal ...

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Planning and Advice Associate - Jacksonville, FL

Fidelity Investments

Jacksonville, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:Planning and Advice Associate

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 relationshipbuilding, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

Key Responsibilities

  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise

  • 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 timemanagement 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

Licensing & Development

  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers:Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping ouremployee's payback their student loan debt (opens in a new tab)

Note: Fidelity is not providing immigration sponsorship for this position

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory: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.

What Fidelity Investments employees say

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