Remote Retirement Planner - Tampa Area

Fidelity Investments Inc.; United States; 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, helping them understand plan benefits, employer matching, and investment strategies.

You will guide participants through retirement savings decisions and collaborate with the TEMPA team for complex planning needs. This role requires needs-based conversations to identify goals, opportunities, and solutions while strengthening client relationships and Fidelity loyalty.

Qualifications

• 2+ years in investment sales, financial planning, or a related advisory role.
• FINRA Series 7 and 63 required; Series 66 preferred; ability to obtain 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 leverage planning tools and resources to assess and improve retirement readiness.
• Proven ability to conduct needs-based conversations, identify solutions, and support asset acquisition, retention, and growth.
• Strong ability to articulate Fidelity’s approach and vision to provide general investment education to clients.

Responsibilities

• Educate and support workplace retirement plan participants.
• Explain plan benefits, employer matching contributions, and investment strategies.
• Guide participants through employer-sponsored plans and retirement savings decisions.
• Conduct needs-based conversations to identify goals and opportunities.
• Collaborate with TEMPA team for complex planning needs.
• Strengthen client relationships and drive loyalty to Fidelity.

Skills

Investment sales

Financial planning

Advisory role

Communication

Client engagement

Time management

Coaching

Planning tools

Asset growth

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 66

Job description

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants, helping them understand plan benefits, employer matching, and investment strategies.

You will guide participants through retirement savings decisions and collaborate with the TEMPA team for complex planning needs. This role requires needs-based conversations to identify goals, opportunities, and solutions while strengthening client relationships and Fidelity loyalty.