Retirement Planner - Houston, TX (Remote)

Fidelity(5 days ago)

HybridFull TimeMedior$103,449 - $137,095 (estimated)Sales

About this role

A Regional Center Retirement Planner at Fidelity focuses on educating workplace participants about retirement plans, helping them maximize benefits, and guiding their investment decisions to enhance retirement readiness. The role emphasizes customer engagement, education, and consultative selling within the context of retirement planning services.

View Original Listing

Required Skills

Customer Service
Retirement Planning
Financial Advice
Consultative Selling
Tax Exempt Products
FINRA Licenses
Communication
Time Management
Financial Education
Investment Strategies

Qualifications

Series 7
Series 66

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

View more jobs at Fidelity →