Retirement Planner - Tampa, FL

Fidelity • Tampa, FL

1d • Remote

About The Position

As a Retirement Planner on Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants, helping them understand retirement readiness and take meaningful steps toward long-term financial goals. You will guide participants through employer-sponsored retirement plans by explaining plan benefits, employer matching contributions, and investment strategies so they can make informed retirement savings decisions.

The role involves needs-based conversations to understand participant goals, identify opportunities to consolidate retirement assets, and recommend appropriate solutions. You will provide personalized guidance and collaborate with TEMPA colleagues when participants have more complex planning needs. The position contributes to improved participant outcomes, customer loyalty, and long-term relationships with Fidelity. It is remote, but requires living within 90 miles of Tampa, Florida. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least 2 years of experience in investment sales, financial planning, or a related advisory role.
• Series 7 and Series 63 licenses required.
• Ability to obtain the Series 65 or Series 66 license within 90 days of hire.
• Strong understanding of financial markets, economic conditions, and industry trends.
• Excellent consultative, influencing, and communication skills, including the ability to build trust and drive client engagement.
• Initiative and a proactive approach to identifying client needs and opportunities.
• Strong organizational, time-management, and prioritization skills in a fast-paced environment.
• Ability to accept coaching and performance feedback and adapt to changing business needs and priorities.
• Ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth.
• Ability to clearly explain Fidelity’s approach and vision while providing general investment education to clients.
• Must currently live within 90 miles of the Tampa, Florida area.

Nice To Haves

• FINRA Series 7 and Series 66 licenses are preferred.

Responsibilities

• Educate and support workplace retirement plan participants in improving retirement readiness and pursuing long-term financial goals.
• Explain employer-sponsored plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals and opportunities to consolidate retirement assets.
• Help participants make informed decisions about retirement savings and identify appropriate solutions.
• Provide personalized guidance and collaborate with TEMPA colleagues on more complex planning needs.
• Use planning tools and resources to help participants assess and improve retirement readiness.
• Support asset acquisition, retention, and growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed