Retirement Planner - Los Angeles, CA

Fidelity•Los Angeles, CA

17h•Remote

About The Position

As a Retirement Planner within 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 achieving their long-term financial goals. This role is responsible for guiding participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies, while helping them make informed decisions about their retirement savings. The Retirement Planner conducts needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and identify appropriate solutions that support overall retirement objectives. By providing personalized guidance and collaborating with other members of the TEMPA team when more complex planning needs arise, you will play a critical role in enhancing participant outcomes, building customer loyalty, and strengthening long-term relationships with Fidelity.

Requirements

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
Strong understanding of financial markets, economic conditions, and industry trends
Excellent consultative, influencing, and communication skills with the 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 to help participants assess and improve their retirement readiness
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
Must currently live within 90 miles of the Greater Los Angeles, CA area.

Nice To Haves

FINRA Series 7 and 66 licenses preferred

Responsibilities

Educate and support workplace retirement plan participants.
Increase awareness of retirement readiness.
Help individuals take meaningful steps toward achieving their long-term financial goals.
Guide participants through their employer-sponsored retirement plans.
Educate participants on plan benefits, employer matching contributions, and investment strategies.
Help participants make informed decisions about their retirement savings.
Conduct needs-based conversations to identify participant goals.
Uncover opportunities for retirement asset consolidation.
Identify appropriate solutions that support overall retirement objectives.
Provide personalized guidance.
Collaborate with other members of the TEMPA team when more complex planning needs arise.
Enhance participant outcomes.
Build customer loyalty.
Strengthen long-term relationships with Fidelity.