Retirement Planner

As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals. This role is responsible for guiding participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies, while helping them make informed decisions about their retirement savings. The Retirement Planner conducts needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and identify appropriate solutions that support overall retirement objectives. By providing personalized guidance and collaborating with other members of the TEMPA team when more complex planning needs arise, you will play a critical role in enhancing participant outcomes, building customer loyalty, and strengthening long-term relationships with Fidelity.