Retirement Planner - Tampa, FL

## About the Role The Retirement Planner position at Fidelity Investments is a critical role that involves working closely with clients to help them understand and maximize their retirement plan benefits. This entails providingeducation and guidance to support informed decision-making. Given the complexity of retirement planning and the vast array of options available, the ability to simplify complex information and present it in an understandable manner is essential. The role is part of a larger team focused on delivering exceptional customer service and driving customer loyalty.

The day-to-day responsibilities of a Retirement Planner include onboarding new participants into their workplace plans, supporting consolidation inquiries, and engaging in needs-based analyses to identify suitable solutions. The role requires a deep understanding of the current market, economy, and economic trends, as well as robust consultative, influencing, and communication skills. The ability to work proactively, manage time effectively, and prioritize tasks is also vital.

As a Retirement Planner at Fidelity Investments, candidates will be part of a dynamic team that values comprehensive understanding, adaptability, and a customer-centric approach. The company operates in a hybrid model for most roles, requiring regular onsite work, but the specifics can vary, and candidates should confirm the expectations for this position with their recruiter.

## What You Will Do - Onboard new participants into their workplace plans by providing education on company matches and savings, as well as fundamental guidance on choosing an investment strategy.

• Support consolidation inquiries by proactively inquiring about prior workplace plans and other outside investments, offering suitable solutions to meet customer needs.
• Engage in needs-based analysis with Tax Exempt Market retirement plan participants to identify appropriate solutions that complement and support their overall retirement plan.
• Leverage guidance offerings and appropriate tools to assist customers with their retirement readiness.
• Apply consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining, and developing assets.
• Understand and articulate Fidelity Viewpoints to provide general education to clients.
• Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as needed.
• Utilize digital skills to communicate effectively with clients and manage workflows efficiently.
• Stay updated on market trends, economic changes, and regulatory updates to provide accurate and relevant advice.

## What We Are Looking For - Series 7 & Series 63 licenses.

• 2+ years of experience in a customer service or sales role.
• Knowledge of tax-exempt retirement products and services.
• Previous phone center experience.
• Demonstrated ability to deliver exceptional customer results.
• Comprehensive understanding of the current market, economy, and economic trends.
• Robust consultative, influencing, and communication skills.
• Proven capability to be proactive and demonstrate initiative.
• Strong time management and prioritization skills.
• Receptiveness to feedback and willingness to adapt to change.

## Nice to Have - Experience with financial planning software and tools.

• Knowledge of retirement plan options and regulations.
• Previous experience in a role requiring digital communication and remote work skills.
• Certification in financial planning or a related field.

## Benefits and Perks - Competitive salary and benefits package.

• Opportunities for professional growth and development.
• Remote work options with flexible scheduling.
• Access to comprehensive training programs.
• Health and wellness benefits, including mental health support.
• Retirement planning and savings options.
• Paid time off and holidays.
• Employee discounts on Fidelity products and services.

- When applying, highlight any experience you have with retirement planning, customer service, or sales, and be prepared to discuss how you can leverage these skills in a remote work environment.

• Ensure you have the required Series 7 & Series 63 licenses and be prepared to discuss your understanding of tax-exempt retirement products and services.
• Develop a portfolio or examples of your work that demonstrate your ability to communicate complex financial information in a clear and concise manner.
• Practice your consultative selling skills and be ready to provide examples of times when you identified customer needs and provided suitable solutions.
• Be prepared to discuss your experience with digital tools and software used in financial planning and remote communication.
• Research Fidelity Investments and be ready to discuss how your skills and experience align with the company’s mission and values.