About this role
Planning and Advice Associate - Jacksonville, FL at Fmr. Location: Jacksonville, Florida, United States. Role: guiding clients, handling calls, setting appointments Requirements: Provide inbound/outbound retirement and investment guidance, build client relationships, complete FINRA SIE/Series 7/66 licensing, and use Salesforce and internal systems. Category: Sales Seniority: Entry Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English