Retirement Planner
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will educate workplace retirement plan participants about plan benefits, employer matching contributions, investment strategies, and retirement readiness. You will conduct needs-based conversations, identify appropriate solutions and consolidation opportunities, provide personalized guidance, and collaborate on complex planning needs.
Requirements
- At least 2 years of experience in investment sales, financial planning, or a related advisory role.
- FINRA Series 7 and Series 63 licenses.
- Ability to obtain Series 65 or Series 66 within 90 days of hire.
- Knowledge of financial markets, economic conditions, and industry trends.
- Consultative, influencing, and communication skills.
- Organization, time management, and prioritization skills.
- Ability to use planning tools and resources.
- Ability to conduct needs-based conversations and identify appropriate solutions.
- Must currently live within 90 miles of the Greater Atlanta, Georgia area.
Responsibilities
- Educate retirement plan participants about retirement readiness, plan benefits, employer matching contributions, and investment strategies.
- Guide participants through employer-sponsored retirement plans.
- Conduct needs-based conversations to identify goals and retirement asset-consolidation opportunities.
- Identify solutions that support retirement objectives.
- Provide personalized retirement guidance.
- Collaborate with colleagues on complex planning needs.
- Build customer loyalty and long-term relationships.
Benefits
- Fully paid parental leave.
- On-site health and wellness centers.