Remote Retirement Planner: Guide Participants to Readiness

Fidelity; Tampa (FL); Remote; USD 85,000 - 110,000; Full time

Benefits offered by this job

Remote work

Job summary

Fidelity, a leader in financial services, is seeking a Retirement Planner to educate and support workplace retirement plan participants. This remote role requires you to reside within 90 miles of the Tampa, FL area and to guide clients through plan benefits, employer matching, and investment strategies to improve retirement readiness.

You will conduct needs-based conversations, collaborate with TEMPA colleagues for complex planning, and help build lasting client relationships while advancing

Qualifications

• 2+ years of experience in investment sales or financial planning.
• 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.

Responsibilities

• Educate and support workplace retirement plan participants through plan benefits and investment strategies.
• Guide participants through employer-sponsored retirement plans and explain benefits and employer matching.
• Conduct needs-based conversations to identify goals and opportunities for retirement asset consolidation.
• Collaborate with TEMPA team for complex planning needs and broaden participant outcomes.
• Build relationships and trust to strengthen long-term fidelity to Fidelity.

Skills

Investment sales experience

Financial planning

Consultative sales

Communication skills

Organizational skills

Time management

Client engagement

Needs-based conversations

Tools

Planning tools

Job description

Fidelity, a leader in financial services, is seeking a Retirement Planner to educate and support workplace retirement plan participants. This remote role requires you to reside within 90 miles of the Tampa, FL area and to guide clients through plan benefits, employer matching, and investment strategies to improve retirement readiness.

You will conduct needs-based conversations, collaborate with TEMPA colleagues for complex planning, and help build lasting client relationships while advancing