Remote Retirement Planner – TEMPA Financial Guidance

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants within the TEMPA team.

The role focuses on retirement readiness, plan benefits, and investment strategies, guiding participants through employer-sponsored plans and fostering long-term relationships. Candidates should have 2+ years in investment sales or financial planning, with FINRA Series 7/66 licenses (or willing to obtain Series 65/66 within 90 days).

Qualifications

• 2+ years of experience in investment sales or financial planning.
• Series 7 and 66 licenses required or must obtain 65/66 within 90 days.
• Strong knowledge of financial markets and economic conditions.

Responsibilities

• Educate and support workplace retirement plan participants.
• Guide participants through employer-sponsored retirement plans and educate on plan benefits.
• Conduct needs-based conversations to identify goals and opportunities.
• Collaborate with TEMPA team for complex planning needs and strengthen client relationships.

Skills

Investment sales

Financial planning

Communication skills

Consultative selling

Time management

Client relationship

Needs-based selling

Adaptability

Job description

Fidelity Investments Inc. is seeking a Retirement Planner to educate and support workplace retirement plan participants within the TEMPA team.

The role focuses on retirement readiness, plan benefits, and investment strategies, guiding participants through employer-sponsored plans and fostering long-term relationships. Candidates should have 2+ years in investment sales or financial planning, with FINRA Series 7/66 licenses (or willing to obtain Series 65/66 within 90 days).