Retirement Planner

Fidelity Investments

. Educate and support workplace retirement plan participants .

Posted 11/6/2026full-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 retirement planning and investment strategies, providing personalized guidance to participants while ensuring compliance with relevant regulations. Strong ability to build trust and drive client engagement through effective communication and consultative skills.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 63 LicenseFinancial Planning ExperienceInvestment Sales ExperienceNeeds-Based Conversations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan EducationInvestment StrategiesFinancial Markets UnderstandingAsset ConsolidationClient Engagement

Soft Skills

Consultative SkillsInfluencing SkillsOrganizational SkillsTime ManagementProactive Approach

Tools & Technologies

Planning ToolsFinancial Planning Resources

Certifications & Qualifications

FINRA Series 65 LicenseFINRA Series 66 License

Industry Keywords

403(b) Plans457 PlansRetirement ReadinessEmployer Matching ContributionsSecurities Regulations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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