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As a Retirement Planner you're to be seen as a member of the "HR Team" with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement.
The Expertise We're Looking For
7-10 years of financial services experience
Series 7,63, 65/66 (required)
Life and annuity licenses (required)
Certified Financial Planner (CFP) designation is preferred
Minimum of 5 years of proven consultative sales experience in a sales capacity providing financial planning services to high net worth clients
Advanced knowledge of financial planning concepts; including a general understanding of applicable tax and estate planning issues
The Purpose of Your Role
The Retirement Planner (RP), part of Fidelity's Personal & Workplace Investments organization, provides a personalized needs-based experience focused on the participants financial priorities. RP's enable the best possible outcomes for Tax-Exempt Market (TEM) plan sponsors and participants while increasing engagement and enabling future growth within the Tax-Exempt Market place.
The Retirement Planner delivers guidance interactions with participants around their workplace retirement saving plans. On-site guidance ranges from one-on-one appointments to group educational events focused on basic concepts such as company plan overviews and budgeting/debt management. While Retirement Planners are able to discuss more complex topics such as income planning and portfolio reviews, these topics will be usually be handled by a Director, Retirement Planner.
The Skills You Bring
Excellent verbal, written and interpersonal skills and ability to maintain a professional demeanor with both internal and external clients
Proven sales success utilizing a consultative sales process
Strong time management and prioritization skills
Receptive to feedback and willingness to adapt to change
Proven capability to be proactive and demonstrate initiative
Strong presentation skills and ability to engage an audience
In-depth knowledge of the objectives, features, and benefits of Fidelity's solutions
Self-motivated, team player with entrepreneurial spirit
Relationship management skills
Thorough knowledge of WI Focuspoint, Salesforce and other TEM systems
The Value You Deliver
You'll be delivering fundamental and/or complex guidance to workplace participants, utilizing Fidelity's tools such as Portfolio Review, Income Planner, Retirement Quick Check, and Retirement Income Plan.
Partnering with Relationship Management to achieve client satisfaction and loyalty measures as determined by the business unit while proactively consulting with business partners to collect all relevant details pertaining to the Plan Sponsor relationship.
Developing and cultivate new and existing circle of influence relationships on campus and within the Retirement Planners book of business
Consistently achieving targeted plan sponsor satisfaction
How Your Work Impacts the Organization
You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.