Remote Retirement Planner - Financial Guidance & Planning

Fidelity Investments Inc.; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a Retirement Planner to educate and support participants in workplace retirement plans within Fidelity's TEMPA team. You will help members improve retirement readiness and make informed savings decisions, leveraging planning tools and resources.

The role requires 2+ years in investment sales or financial planning, FINRA Series 7 and 66 preferred (or 7 and 63 with ability to obtain 65/66 within 90 days).

Qualifications

• 2+ years of experience in investment sales or advisory role.
• FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with ability to obtain Series 65 or 66 within 90 days of hire.
• Strong communication and relationship-building skills.

Responsibilities

• Educate and support workplace retirement plan participants to improve retirement readiness.
• Guide participants through employer-sponsored plans, explaining benefits, matches, and investment options.
• Collaborate with TEMPA team to address complex planning needs and enhance participant outcomes.

Skills

Investment sales

Financial planning

Client engagement

Communication

Needs-based conversations

Time management

Job description

Fidelity Investments is seeking a Retirement Planner to educate and support participants in workplace retirement plans within Fidelity's TEMPA team. You will help members improve retirement readiness and make informed savings decisions, leveraging planning tools and resources.

The role requires 2+ years in investment sales or financial planning, FINRA Series 7 and 66 preferred (or 7 and 63 with ability to obtain 65/66 within 90 days).