Fidelity Investments · 7 hours ago
Retirement Planner - Phoenix, AZ
United States
Full-time
Remote
Entry, Mid Level
2+ years expFidelity Investments is focused on making financial expertise accessible and effective. The Retirement Planner plays a critical role in driving customer loyalty by helping workplace participants understand and maximize their retirement plan benefits through education and guidance.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
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
Qualification
Required
Series 7 & Series 63 licenses required
Series 66 required within 90 days of hire
Preferred
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
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase