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Retirement Planner
Fidelity InvestmentsFidelity retirement planner educating Orlando-area workplace participants about retirement plans and investment strategies. Providing consultative guidance that improves retirement readiness and drives customer and asset growth.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax-exempt retirement products and services, with a strong focus on consultative selling and customer engagement. Proven ability to analyze client needs and provide tailored solutions to enhance retirement readiness.
Highest-signal resume keywords
Series 7 LicenseSeries 63 LicenseConsultative Selling SkillsCustomer Service ExperienceKnowledge of Tax-Exempt Retirement Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AnalysisInvestment Strategy FundamentalsNeeds-Based AnalysisMarket UnderstandingEconomic Trend Analysis
Soft Skills
Communication SkillsInfluencing SkillsTime ManagementProactive InitiativeReceptiveness to Feedback
Tools & Technologies
Fidelity Viewpoints
Certifications & Qualifications
Series 7 LicenseSeries 63 License
Industry Keywords
Tax-Exempt MarketRetirement ReadinessCustomer ResultsFinancial-Services Regulatory Requirements
About the role
Key responsibilities & impact- Onboard new participants into workplace plans by educating them on company matching, savings, and investment strategy fundamentals
- Support consolidation inquiries by identifying prior workplace plans and outside investments and offering suitable solutions
- Engage Tax Exempt Market retirement plan participants in needs-based analyses
- Use guidance offerings and appropriate tools to assist customers with retirement readiness
- Apply consultative selling skills to identify suitable solutions and guidance while acquiring, retaining, and developing assets
- Explain Fidelity Viewpoints to provide general education to clients
- Identify opportunities for complex guidance and partner with other Retirement Planner associates
- Create awareness of retirement readiness and influence customers to improve their retirement situations
- Increase cash flow through increased deferrals and drive Personal & Workplace Investment flows
Requirements
What you’ll need- Series 7 license required
- Series 63 license 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
- Comprehensive understanding of the current market, economy, and economic trends
- Consultative, influencing, and communication skills
- Ability to be proactive and demonstrate initiative
- Strong time management and prioritization skills
- Receptiveness to feedback and willingness to adapt to change
- Must currently live within 90 miles of the Orlando, FL area
- Must satisfy applicable securities and financial-services regulatory requirements
Benefits
Comp & perks- Remote work
- Reasonable accommodation for applicants with disabilities
- Diverse and inclusive workplace
- Work environment focused on attracting and nurturing talent