Planning and Advice Associate - Jacksonville, FL

What you’d do

Handle inbound and outbound calls with workplace and personal investment customers, giving guidance on retirement and investment needs and helping them use Fidelity's products and planning tools. Full time, hybrid split between home and office. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Client relationship and consultative experience
• Inbound/outbound warm lead experience
• Interest or knowledge in financial services and retirement planning
• Strong communication and time-management skills
• Hybrid work in office and at home