Retirement Planner

🔥 7 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Educate and support workplace retirement plan participants • Increase awareness of retirement readiness • Guide participants through employer-sponsored retirement plans • Explain plan benefits, employer matching contributions, investment strategies, and retirement savings decisions • Conduct needs-based conversations to identify participant goals • Identify opportunities for retirement asset consolidation • Identify appropriate solutions supporting retirement objectives • Provide personalized guidance • Collaborate with TEMPA team members on complex planning needs • Enhance participant outcomes, build customer loyalty, and strengthen long-term Fidelity relationships • Serve plan sponsors and participants through education, financial planning, and advice for 403(b) and 457 plan participants

🎯 Requirements

• 2+ years of experience in investment sales, financial planning, or a related advisory role • FINRA Series 7 and 63 required • Ability to obtain the Series 65 or 66 within 90 days of hire • FINRA Series 7 and 66 licenses preferred • Strong understanding of financial markets, economic conditions, and industry trends • Excellent consultative, influencing, and communication skills • Ability to build trust and drive client engagement • Demonstrated initiative and proactive approach to identifying client needs and opportunities • Strong organizational, time management, and prioritization skills • Openness to coaching, performance feedback, and adapting to evolving business needs • Ability to leverage planning tools and resources • Ability to conduct needs-based conversations and identify appropriate solutions • Ability to support asset acquisition, retention, and growth • Ability to articulate Fidelity's approach and vision to provide general investment education • Must currently live within 90 miles of the Tampa, FL area • Fidelity will not provide immigration sponsorship for this position • Ability to comply with applicable securities, investment, retirement-related, and self-regulatory organization laws and regulations • No disqualifying criminal history under applicable regulations

🏖️ Benefits

• Remote work arrangement • Opportunity to support long-term financial goals and build customer loyalty • Coaching and performance feedback

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