The Expertise We’re Looking For

• Bachelor’s degree highly preferred but not required
• Five years minimum financial services experience
• Series 7, 63, 65 & Insurance licenses required

The Purpose of Your Role

As member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. You will also serve as the liaison between the client and internal business partners to ensure Fidelity’s overall ongoing success.

The Skills You Bring

• You are a consultative professional who is proficient in retirement guidance
• You have a strong public speaking and public relations acumen
• You have the ability and desire to develop broader and deeper business relationships
• You bring institutional and retail product knowledge, and you’re excited about continued professional training and development
• You’re intrinsically motivated to succeed and excel in client-oriented engagements         

The Value You Deliver

• Leading high-quality face-to-face meetings for retirement plan participants, including enrollment, transition, general education and more advanced investments
• Providing investment direction by using guidance tools to match needs with suitable solutions
• Acquiring, retaining and developing the customer relationship
• Coordinating professional regional workshops, benefit fairs and employee meetings with strong attention to detail and client satisfaction
• Effectively creating the best possible customer experience for the participant and plan sponsor while meeting the client’s broad range of investment needs