Retirement Planner

Fidelity Investments

. Educate and support workplace retirement plan participants .

Posted 9/22/2026full-timeRemote • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and investment strategies, with a strong focus on educating and guiding retirement plan participants. Proven ability to build trust and drive client engagement while leveraging planning tools to enhance participant outcomes.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63 LicenseFinancial PlanningInvestment SalesClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan EducationNeeds-Based ConversationsInvestment StrategiesRetirement Asset ConsolidationFinancial Markets Understanding

Soft Skills

Consultative SkillsInfluencing SkillsCommunication SkillsOrganizational SkillsProactive Approach

Tools & Technologies

Planning ToolsFinancial Resources

Certifications & Qualifications

FINRA Series 65 LicenseFINRA Series 66 License

Industry Keywords

403b Plans457 PlansRetirement ReadinessEmployer Matching ContributionsClient Trust

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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