Retirement Planner - Los Angeles, CA

Fidelity Investments•Torrance, CA

1d•$50,000 - $85,000•Remote

About The Position

This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Los Angeles, CA area. Put your expertise in retirement planning to work every day. Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
2+ years of experience in a customer service or sales role preferred
Knowledge of tax exempt retirement products and services highly desirable
Previous phone center experience preferred
Demonstrated ability to deliver exceptional customer results
Your comprehensive understanding of the current market, economy, & economic trends
Your robust consultative, influencing and communication skills
Proven capability to be proactive and demonstrate initiative
Strong time management and prioritization skills
Your receptiveness to feedback and willingness to adapt to change
Fidelity is not providing immigration sponsorship for this position
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Nice To Haves

Currently live within 90 miles of the Greater Los Angeles, CA area

Responsibilities

Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
Understanding and articulating Fidelity Viewpoints to provide general education to clients
Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate