Remote Retirement Planner | Financial Guidance & Growth

Fidelity Investments Inc.; Tampa (FL); Remote; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants from a remote role within 90 miles of Tampa, FL. The position focuses on retirement readiness, plan benefits, and guided investment strategies.

You will conduct needs-based conversations, promote asset retention and growth, and collaborate with the TEMPA team on more complex planning. A strong advisor mindset and FINRA licensing help unlock success in this role.

Qualifications

• 2+ years of experience in investment sales, financial planning, or a related advisory role.
• FINRA Series 7 and 63 licenses required; Series 7 and 66 preferred; ability to obtain Series 65 or 66 within 90 days of hire.
• Strong consultative, communication, and stakeholder engagement skills.

Responsibilities

• Educate and support workplace retirement plan participants about plan benefits and investment options.
• Guide participants through needs-based conversations to identify goals and suitable retirement solutions.
• Collaborate with TEMPA team to address complex planning needs and drive participant outcomes.

Skills

FINRA Series 7

Series 63

Series 66

Sales experience

Financial planning

Job description

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants from a remote role within 90 miles of Tampa, FL. The position focuses on retirement readiness, plan benefits, and guided investment strategies.

You will conduct needs-based conversations, promote asset retention and growth, and collaborate with the TEMPA team on more complex planning. A strong advisor mindset and FINRA licensing help unlock success in this role.