Retirement Planner - Phoenix, AZ

Fidelity(1 month ago)

RemoteFull TimeMedior$104,878 - $139,341 (estimated)Sales

About this role

A Remote Retirement Planner at Fidelity supports Tax Exempt workplace retirement plan participants by providing education and guidance to improve retirement readiness and foster long-term customer relationships. The role requires strong financial knowledge and the ability to represent Fidelity’s viewpoints to workplace plan participants. The position is remote but requires candidates to live within 90 miles of the Greater Phoenix, AZ area.

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Required Skills

Customer Service
Consultative Selling
Communication
Time Management
Retirement Planning
Phone Support
Tax-Exempt Knowledge
Onboarding
Needs Analysis
Compliance Awareness

Qualifications

Series 7 - FINRA
Series 63 - FINRA
Series 66 - FINRA (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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