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Fidelity Investments · 1 week ago

Retirement Planner - Phoenix, AZ

Phoenix, AZ

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Fidelity Investments is focused on making financial expertise accessible to help people live the lives they want. The Retirement Planner plays a critical role in driving customer loyalty by helping workplace participants understand and maximize their retirement plan benefits, providing education and guidance for informed decision-making.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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

Series 7 licenseSeries 63 licenseSeries 66 licenseCustomer service experienceTax exempt retirement productsConsultative selling skillsCommunication skillsTime managementAdaptability