Remote Retirement Planner | Financial Planning & Guidance

Fidelity Investments Inc.; United States; Presencial; USD 70.000 - 120.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants, helping them achieve long-term financial goals.

You will guide participants through employer-sponsored plans, explain benefits and investment strategies, and conduct needs-based conversations to tailor retirement solutions. The role requires 2+ years in investment sales or financial planning, with FINRA licenses (Series 7/66 preferred; 7/63 required) and the ability to obtain

Formación

• 2+ years of experience in investment sales, financial planning, or a related advisory role.
• FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire.
• Strong understanding of financial markets, economic conditions, and industry trends.
• Excellent consultative, influencing, and communication skills with the ability to build trust and drive client engagement.
• Demonstrated initiative and a proactive approach to identifying client needs and opportunities.
• Strong organizational, time management, and prioritization skills in a fast-paced environment.
• Openness to coaching, performance feedback, and adapting to evolving business needs and priorities.
• Ability to effectively leverage planning tools and resources to help participants assess and improve their retirement readiness.
• Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth.
• Strong ability to articulate Fidelity’s approach and vision to provide general investment education to clients.

Responsabilidades

• Educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving long-term financial goals.
• Guide participants through employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals and opportunities for retirement asset consolidation.
• Collaborate with TEMPA team members when more complex planning needs arise to enhance participant outcomes and strengthen relationships.

Conocimientos

Investment sales

Financial planning

Advisory role

Communication skills

Time management

Descripción del empleo

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants, helping them achieve long-term financial goals.

You will guide participants through employer-sponsored plans, explain benefits and investment strategies, and conduct needs-based conversations to tailor retirement solutions. The role requires 2+ years in investment sales or financial planning, with FINRA licenses (Series 7/66 preferred; 7/63 required) and the ability to obtain