Remote Retirement Planner – Financial Guidance Specialist

Fidelity Investments Inc.; Georgia; A distancia; USD 70.000 - 105.000; Jornada completa

Descripción de la vacante

Fidelity Investments is seeking a Retirement Planner within the TEMPA team to educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals.

Based remotely but within 90 miles of Greater Atlanta, GA, you will guide clients through plan benefits, investment options, and asset consolidation, building trusted relationships and helping clients reach long-term

Formación

• 2+ years in investment sales or financial planning.
• FINRA Series 7 and 66 required or 7/63 with ability to obtain 65/66 within 90 days.
• Strong knowledge of financial markets and industry trends.
• Excellent consultative and influencing skills.

Responsabilidades

• Educate workplace retirement plan participants on plan benefits and investment strategies.
• Conduct needs-based conversations to identify retirement goals.
• Assist with asset consolidation and solution recommendations.
• Collaborate with TEMPA team for complex planning needs.

Conocimientos

Investment advisory

Financial planning

FINRA licenses (Series 7/66)

Communication skills

Client relationship building

Descripción del empleo

Fidelity Investments is seeking a Retirement Planner within the TEMPA team to educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals.

Based remotely but within 90 miles of Greater Atlanta, GA, you will guide clients through plan benefits, investment options, and asset consolidation, building trusted relationships and helping clients reach long-term