This estimate is based upon 3 Fidelity Investments Transition Specialist salary report(s) provided by employees or estimated based upon statistical methods. Fidelity Capital Markets is the institutional trading arm of Fidelity Investments®, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity's own businesses. The subject line of the email you send will be "Fidelity.com: ". Read it carefully. ... as well as certain services excluded by Original Medicare. Abby Johnson | Chairman & CEO Fidelity Investments 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. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Effective January 2021, Fidelity Investments (“Fidelity”) will become the new service provider for recordkeeping and plan services for the University of Florida 403(b) voluntary retirement plans. Then, if you're the beneficiary, we'll guide you through your inheritance options. A free inside look at Fidelity Investments salary trends based on 12105 salaries wages for 2398 jobs at Fidelity Investments. Investing involves risk, including risk of loss. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917, (Separate multiple email addresses with commas). They give you great training and help you pass the Series 7 and 63 or 66 exams. They will also pay for CERTIFIED FINANCIAL PLANNER™ courses and actually offered them onsite. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Life insurance: Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. For plan sponsor use only. See the first steps below for inheriting special types of accounts: This transfer process depends on the type of plan you're inheriting. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 This site uses cookies for operational purposes and to offer the best experience possible. Be sure to consider all of your available options and the applicable fees and features of each before moving any retirement assets. All Rights Reserved. Intuit is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. See how we can assist you in completing the inheritance of a workplace savings account. From immediate to-do's to the records you'll want to gather, we'll help you move forward thoughtfully. The typical Fidelity Investments Transition Specialist salary is $49,000. As with any search engine, we ask that you not input personal or account information. At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. If you're inheriting an IRA, learn about required minimum distributions (RMDs) you may need to take soon. Open an account or call a Fidelity Transition Services specialist at 800-544-0003. By clicking 'I accept' or continuing to use this site you agree to our use of cookies. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Read it carefully. Get started, This transfer process depends on the type of plan you're inheriting. August 2017 Attend a transition presentation. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. Our inheritance specialists are ready to guide you along the way. To report a death to Fidelity, fill out our online form. Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Read more about our Cookies Policy, Owning the experience from initiation to completion, Providing simple, easy solutions for complex requests, Leveraging comprehensive digital solutions, Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features, Series 63 or ability to obtain within 90 days, 2-3 years of previous financial services experience, Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy, Strong organizational skills, ability to prioritize decisions in a fast moving environment, Take ownership of complex situations that result in positive outcomes for the customer, Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition, Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning, Deliver efficient and responsive resolution for reregistration in the most effective way possible, Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client, Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request. 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