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Retirement Planner - Orlando, FL



Orlando, FL, USA
Posted on Tuesday, June 25, 2024

Job Description:

Put your expertise in retirement planning to work every day

The Expertise We’re Looking For

  • Series 7 & Series 63 licenses required
  • 2+ years of experience in a customer service or sales role preferred
  • Knowledge of tax exempt retirement products and services highly desirable
  • Previous phone center experience preferred
  • Demonstrated ability to deliver exceptional customer results

The Purpose of Your Role

Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.

The Skills You Bring

  • Your comprehensive understanding of the current market, economy, & economic trends
  • Your robust consultative, influencing and communication skills
  • Proven capability to be proactive and demonstrate initiative
  • Strong time management and prioritization skills
  • Your receptiveness to feedback and willingness to adapt to change

The Value You Deliver

  • Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
  • Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
  • Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
  • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
  • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
  • Understanding and articulating Fidelity Viewpoints to provide general education to clients
  • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

How Your Work Impacts the Organization

The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.


Series 07 – FINRA, Series 66 – FINRA