Transition Services Associate. 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. Great benefits and time off as well as 401k match. Your death notification allows Fidelity to protect and restrict certain accounts from unauthorized access. To report a death to Fidelity, fill out our online form. Then, if you're the beneficiary, we'll guide you through your inheritance options. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Your guide to inheriting a Fidelity account, First, contact the issuing annuity company at the phone number listed on the policy. They will also pay for CERTIFIED FINANCIAL PLANNER™ courses and actually offered them onsite. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. If you're inheriting an IRA, learn about required minimum distributions (RMDs) you may need to take soon. 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. Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions. Learn how you can inherit nonretirement accounts, such as trusts, annuities, brokerage accounts, or cash management accounts. We appreciate your understanding and flexibility during this time. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. 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 Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI … 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. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 This role requires the Series 7 License in order to be considered. Be sure to consider all of your available options and the applicable fees and features of each before moving any retirement assets. 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. The subject line of the email you send will be "Fidelity.com: ". Fidelity Cash Management Account: Start by notifying Fidelity of a death. At Transition Services, Inc. (TSI) our team of Human Resources, Operational and Legal Experts work closely with our clients to audit, design, implement and administer customized severance and off-boarding solutions. Life insurance: Beneficiaries should contact the issuing life insurance company at the phone number listed on the policy. See how we can assist you in completing the inheritance of a workplace savings account. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. This estimate is based upon 3 Fidelity Investments Transition Specialist salary report(s) provided by employees or estimated based upon statistical methods. Our fully guided 3-step inheritance process can provide you simplicity and clarity when inheriting assets―whether you're a beneficiary or someone authorized to act on their behalf. You can also call a Fidelity Transition Services specialist at 800-544-0003 at any point to help guide you through the process. Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 Intuit is not affiliated with Fidelity Brokerage Services (FBS) or their affiliates. 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. Transition Specialist salaries at Fidelity Investments can range from $48,659 - $51,925. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. By clicking 'I accept' or continuing to use this site you agree to our use of cookies. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. 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. The information herein is general and educational in nature and should not be considered legal or tax advice. Retirement Transition Services is part of Plan for Life, Fidelity’s workplace guidance experience, which offers education on topics such as creating a retirement income plan and health care costs. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Consult an attorney or tax professional regarding your specific situation. Learn about your choices when inheriting an IRA and how to transfer the assets. Open an account or call a Fidelity Transition Services specialist at 800-544-0003. Inside this website are details about the transition, the changes coming your way, and how this will affect you, as well as action steps you may need to take. Once the will is in hand, it should be submitted to the local probate court. This includes: We believe in being #DifferentTogether. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process. From immediate to-do's to the records you'll want to gather, we'll help you move forward thoughtfully. At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. Fidelity does not provide legal or tax advice. Intuit is solely responsible for the information, content and software products provided by Intuit. Read it carefully. Contact Fidelity today for 1:1 guidance during life's big decisions. 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