Retirement Planner

Fidelity Investments is seeking a skilled Retirement Planner to play a critical role in driving customer loyalty and helping workplace participants better understand and maximize their plan benefits.

Key Responsibilities

• Onboard new participants into their workplace plans by providing education on their companys match and savings, as well as fundamental guidance to help with choosing their investment strategy.
• Support consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments, and offering suitable solutions to meet the customers needs.
• Actively engage Tax Exempt Market retirement plan participants in a needs-based analysis to identify appropriate solutions that will complement and support their overall retirement plan.
• Leverage guidance offerings and appropriate tools to assist customers with their retirement readiness.
• Apply consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining, and developing assets.
• Understand and articulate Fidelity Viewpoints to provide general education to clients.
• Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate.

Requirements

• Series 7 & Series 63 licenses required.
• Series 66 required within 90 days of 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.

What We Offer

• A dynamic and supportive work environment.
• Opportunities for professional growth and development.
• A competitive compensation and benefits package.
• The chance to make a meaningful impact on the financial well-being of our clients.

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.