Retirement Planner - Las Vegas, NV

Fidelity(2 months ago)

RemoteFull TimeMedior$109,414 - $145,086 (estimated)Sales

About this role

A Licensed Retirement Planner role at Fidelity serving Tax Exempt retirement plan participants in the Greater Metro Las Vegas area. The position is remote (requires residence within 90 miles) with virtual interviewing, onboarding, and work-from-home capabilities. The planner helps participants understand and maximize plan benefits and guides them toward retirement readiness. The role supports customer loyalty and drives retirement-related engagement and asset development.

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Required Skills

Consultative Selling
Customer Service
Communication
Retirement Planning
Time Management
Phone Support
Tax-Exempt Knowledge
Initiative

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA (required within 90 days)

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.

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