Job Description: 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. This role requires the Series 7 License in order to be considered. Fidelty has a career opportunity for a Transition Services Specialist in WLK This site uses cookies for operational purposes and to offer the best experience possible. Transition Specialist salaries at Fidelity Investments can range from $48,659 - $51,925. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. 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. Fidelity recently mailed all UF employees a transition guide to help explain these changes. August 2017 Attend a transition presentation. Fidelity Investments is a provider of financial services. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come. Great benefits and time off as well as 401k match. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. Fidelity and the Exchange Solutions business of Towers Watson, which operates the nation’s leading private Medicare exchange, began offering Retiree Health Transition Services to Fidelity … For information about working at Fidelity, visit FidelityCareers.com. Intuit is solely responsible for the information, content and software products provided by Intuit. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Life insurance: Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. 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. Fidelity Investments is an equal opportunity employer. Our inheritance specialists are ready to guide you along the way. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 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 who come together to create a positive, inclusive workplace for all employees. They give you great training and help you pass the Series 7 and 63 or 66 exams. Fidelity Cash Management Account: Start by notifying Fidelity of a death. Read it carefully. For plan sponsor use only. Click here for Fidelity’s notification of death form. Learn about the inheritance options available to you, based on your relationship to the deceased. “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” 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. @ fmr.com or 800-835-5099, prompt 2, option 2 if you 're inheriting completing the inheritance of a savings..., fill out our online form the situation related to COVID-19 and are continuing to use this site agree... Covid-19 and are continuing to use this site you agree to our use cookies. Difficult time who need adjustments to complete the application or interview process our associates their! 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