Life Events Consultant I - Jacksonville, FL

Job Description:Life Events Consultant I In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Purpose of Your Role As a Life Events Consultant I, you will assist our client's beneficiaries and existing Fidelity clients requiring re-registration needs using the Fidelity Relationship Model, your subject matter technical expertise, and passion for the nobility of helping people going through challenging life events. In addition to consultative interactions that uncover and solve client needs, we use end-to-end case management and our standards of ownership to act as the single point of contact to provide our beneficiaries the experience they should expect from Fidelity Investments. The Skills You Bring Empathetic mindset to work through complex situations with clients during their challenging times, while maintaining your own personal resiliency. Able to triage complex calls and determine appropriate next steps Strong time management skills and the ability to work autonomously Advocating for clients with a strong sense of ownership through end-to-end case management Strong attention to detail and can effectively leverage resources Ability to work in a fast-paced environment and prioritize decisions while handling multiple shifting priorities Highly organized and able to efficiently manage a book of cases Enthusiasm and curiosity to learn about clients and embrace learning opportunities to gain expertise Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, as well as a top compensation package, including a stable base salary, recognition of associate achievements and excellent benefits. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver Engage with customers, respond to their inquiries, and as technical experts to support beneficiaries and clients through the reregistration and funding processes. Represent the Fidelity value proposition with new clients or prospects, as you onboard them to working with Fidelity. Deliver efficient and responsive resolution and exemplifying our standards of ownership Correspond with customers through several channels including inbound and outbound phone calls, letters, and emails to quickly communicate and progress closure of a case. Uncover opportunities and identify financial needs while partnering across the organization to further support our new client's financial success. How Your Work Impacts the Organization Life Events Consultants use strong Fidelity Relationship Model skills with an emphasis on emotional connection. As financial professionals, Life Events are critical moments to both live our mission "to help people" and our responsibility to retain and grow Fidelity's business. We believe in being #DifferentTogether Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women's leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates and clients for their unique perspectives and experiences. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Created: 2026-03-04