Remote Retirement Planner: Education & Planning Advisor

Fidelity Investments Inc.; Tallahassee (FL); Remote; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Retirement Planner to educate workplace retirement plan participants and guide them toward retirement readiness. You will analyze plan benefits, employer matching, and investment strategies while delivering personalized guidance.

This role emphasizes needs-based conversations and collaboration with TEMPA teammates to improve participant outcomes, loyalty, and long-term relationships.

Qualifications

• Experience in guiding participants through employer-sponsored retirement plans.
• Ability to translate complex plan benefits into actionable steps.
• Strong consultative skills with focus on client engagement.

Responsibilities

• Educate and support workplace retirement plan participants on retirement readiness.
• Conduct needs-based conversations to identify goals and opportunities.
• Collaborate with TEMPA team for complex planning needs.

Skills

Investment sales

Financial planning

Client consultation

FINRA licensing

Communication skills

Time management

Coaching/advising

Proactive mindset

Education

FINRA Series 7 & 66 required

Tools

FINRA licenses

Job description

Fidelity Investments is seeking a Retirement Planner to educate workplace retirement plan participants and guide them toward retirement readiness. You will analyze plan benefits, employer matching, and investment strategies while delivering personalized guidance.

This role emphasizes needs-based conversations and collaboration with TEMPA teammates to improve participant outcomes, loyalty, and long-term relationships.