Retirement Planner - Atlanta, GA

Fidelity • Atlanta, GA

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 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, including educating them about plan benefits, employer matching contributions, and investment strategies so they can make informed decisions about retirement savings.

The role involves needs-based conversations to identify participant goals, uncover opportunities to consolidate retirement assets, and identify appropriate solutions. You will provide personalized guidance and collaborate with TEMPA colleagues when participants have more complex planning needs. The position contributes to better participant outcomes, customer loyalty, and long-term relationships with Fidelity.

This is a remote role, but candidates must currently live within 90 miles of the Greater Atlanta, Georgia area. 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.
• Openness to coaching and performance feedback, and ability to adapt to evolving business needs and priorities.
• Ability to effectively leverage planning tools and resources to help participants assess and improve retirement readiness.
• Demonstrated 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 Greater Atlanta, Georgia area.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• FINRA Series 7 and Series 66 licenses are preferred.

Responsibilities

• Educate and support workplace retirement plan participants, increasing awareness of retirement readiness.
• Guide participants through employer-sponsored retirement plans and explain plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals and opportunities to consolidate retirement assets.
• Identify appropriate solutions that support participants’ retirement objectives.
• Provide personalized guidance and collaborate with TEMPA team members when more complex planning needs arise.
• 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
• Education Level: No Education Listed