Retirement Planner

🔥 1 minute ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.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

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Fidelity Investments is a financial services company dedicated to strengthening the financial well-being of its customers by providing a wide range of investment and savings solutions. With a mission to deliver better outcomes for individuals, families, employers, and institutions, Fidelity offers services including retirement planning, asset management, online trading, brokerage, and wealth management. The company boasts significant assets under administration of $12. 6 trillion, with a large workforce of over 74,000 associates and a global presence in multiple countries.

📋 Description

• Educate and support workplace retirement plan participants • Increase awareness of retirement readiness and help individuals take meaningful steps toward long-term financial goals • Guide participants through employer-sponsored retirement plans • Educate participants on plan benefits, employer matching contributions, and investment strategies • Help participants make informed decisions about retirement savings • Conduct needs-based conversations to identify participant goals • Uncover opportunities for retirement asset consolidation • Identify appropriate solutions supporting overall retirement objectives • Provide personalized guidance and collaborate with TEMPA team members on complex planning needs • Enhance participant outcomes, build customer loyalty, and strengthen long-term Fidelity relationships • Provide education and financial planning and advice for 403b and 457 plan participants

🎯 Requirements

• Must currently live within 90 miles of the Tampa, FL area • Fidelity will not provide immigration sponsorship for this position • 2+ years of experience in investment sales, financial planning, or a related advisory role • FINRA Series 7 and 63 licenses 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 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 • 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 • Ability to meet applicable regulatory and criminal-history restrictions

🏖️ Benefits

• Remote work arrangement • Fidelity’s onsite working model transition does not apply to fully remote roles