Retirement Planner - Tampa, FL

Fidelity Investments • Tampa, FL

22h • 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 by increasing awareness of retirement readiness and helping individuals take meaningful steps toward their long-term financial goals. You will guide participants through employer-sponsored retirement plans, explaining plan benefits, employer matching contributions, and investment strategies so they can make informed decisions about retirement savings.

The role includes needs-based conversations to understand participant goals, identify opportunities to consolidate retirement assets, and recommend appropriate solutions that support retirement objectives. You will provide personalized guidance and collaborate with TEMPA colleagues when participants have more complex planning needs. The position supports improved participant outcomes, customer loyalty, and long-term relationships with Fidelity. It is remote, but you must currently live within 90 miles of the Tampa, Florida area. Fidelity will not provide immigration sponsorship.

Requirements

• At least 2 years of experience in investment sales, financial planning, or a related advisory role.
• FINRA Series 7 and Series 63 licenses required.
• Ability to obtain the Series 65 or Series 66 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.
• Openness to coaching, performance feedback, and adapting to evolving business needs and priorities.
• Ability to effectively use planning tools and resources to help participants assess and improve retirement readiness.
• Ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth.
• Ability to articulate Fidelity’s approach and vision when providing general investment education to clients.
• Must currently live within 90 miles of the Tampa, Florida area.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• FINRA Series 66 license preferred.

Responsibilities

• Educate and support workplace retirement plan participants, increasing awareness of retirement readiness.
• Guide participants through their employer-sponsored retirement plans, including plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals and appropriate solutions.
• Identify opportunities for retirement asset consolidation and support asset acquisition, retention, and growth.
• Use planning tools and resources to help participants assess and improve retirement readiness.
• Provide personalized guidance and collaborate with TEMPA team members when more complex planning needs arise.
• Articulate Fidelity’s approach and vision while providing general investment education to clients.

What This Job Offers

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