Remote Retirement Planner — Expert Guidance & Growth

Fidelity; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Retirement Planner within the TEMPA team to educate and support workplace retirement plan participants, helping them understand plan benefits, matching contributions, and investment options. You will guide participants through needs-based conversations and collaborate with TEMPA colleagues for complex planning needs.

Based in a REMOTE role, you must currently live within 90 miles of the Tampa, FL area.

Qualifications

• 2+ years in investment sales or financial planning.
• FINRA Series 7 and 66 required; Series 7 and 63 required with 90 days to obtain 65/66.
• Strong knowledge of markets and trends.

Responsibilities

• Educate and support workplace retirement plan participants.
• Explain plan benefits, employer matching, and investment strategies.
• Conduct needs-based conversations to identify goals and opportunities.
• Support asset consolidation and growth through tailored solutions.
• Collaborate with TEMPA team for complex planning needs.

Skills

Investment sales

Financial planning

Advisory role

FINRA licenses

Series 7

Series 63

Series 66

Job description

Fidelity is seeking a Retirement Planner within the TEMPA team to educate and support workplace retirement plan participants, helping them understand plan benefits, matching contributions, and investment options. You will guide participants through needs-based conversations and collaborate with TEMPA colleagues for complex planning needs.

Based in a REMOTE role, you must currently live within 90 miles of the Tampa, FL area.