[Hiring] Retirement Planner @Fidelity Investments

Role Description

This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. Note: Fidelity will not provide immigration sponsorship for this position.

As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will:

• Educate and support workplace retirement plan participants.
• Increase awareness of retirement readiness.
• Help individuals take meaningful steps toward achieving their long-term financial goals.
• Guide participants through their employer-sponsored retirement plans.
• Educate them on plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals.
• Uncover opportunities for retirement asset consolidation.
• Identify appropriate solutions that support overall retirement objectives.
• Provide personalized guidance and collaborate with other members of the TEMPA team for complex planning needs.
• Enhance participant outcomes, build customer loyalty, and strengthen long-term relationships with Fidelity.

Qualifications

• 2+ years of experience in investment sales, financial planning, or a related advisory role.
• 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.
• Strong ability to articulate Fidelity's approach and vision to provide general investment education to clients.

Requirements

• Series 07 - FINRA
• Series 66 - FINRA

Company Description

The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.