Retirement Planner - Los Angeles, CA

Fidelity(4 days ago)

RemoteFull TimeJunior$61,000 - $80,000Sales

About this role

This role involves educating and supporting retirement plan participants to maximize their benefits and make informed decisions. The position focuses on building customer loyalty and increasing retirement readiness through personalized guidance and support, primarily for workplace retirement plans.

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Required Skills

Customer Service
Sales
Financial Advisory
Retirement Planning
Tax Exempt Products
Communication
Influencing Skills
Time Management
Financial Guidance
Consultative Selling

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 66 - FINRA

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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