Retirement Planner - Tampa, FL
Fidelity(1 month ago)
About this role
A Regional Center Retirement Planner at Fidelity educates and guides workplace retirement plan participants about their tax-exempt retirement benefits to help them make informed decisions and improve their retirement readiness. The role focuses on driving long-term customer loyalty and encouraging participant engagement with Fidelity's retirement offerings.
Required Skills
- Retirement Planning
- Consultative Selling
- Customer Service
- Communication
- Time Management
- Investment Knowledge
- Phone Support
- Needs Analysis
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity 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 →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Retirement Consultant
Manulife(1 month ago)
Retirement Plan Consultant - Tallahassee, FL
AMERICAN GENERAL LIFE INS CO(9 months ago)
Retirement Plan Specialist
Voya Financial(3 days ago)
Retirement Plan Consultant II - Tampa, FL
AMERICAN GENERAL LIFE INS CO(1 month ago)
Sr Customer Services Rep- Retirement
Voya Financial(1 month ago)
Retirement Plan Specialist
Voya Financial(2 months ago)