Retirement Planner - Atlanta, GA

About the role

This is a remote position, but you must currently reside within 90 miles of the Greater Atlanta, GA area. As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals.

This role is responsible for guiding participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies, while helping them make informed decisions about their retirement savings. The Retirement Planner conducts needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and identify appropriate solutions that support overall retirement objectives. By providing personalized guidance and collaborating with other members of the TEMPA team when more complex planning needs arise, you will play a critical role in enhancing participant outcomes, building customer loyalty, and strengthening long-term relationships with Fidelity.

Responsibilities

• Educate workplace retirement plan participants on retirement readiness and financial goal-setting.
• Guide participants through employer-sponsored retirement plans, including plan benefits, employer matching contributions, and investment strategies.
• Conduct needs-based conversations to identify participant goals and opportunities for retirement asset consolidation.
• Provide personalized guidance and collaborate with the TEMPA team for complex planning needs.
• Support participants in making informed decisions about their retirement savings.
• Leverage planning tools and resources to help participants assess and improve their retirement readiness.
• Articulate Fidelity’s approach and vision to provide general investment education to clients.

Requirements

• 2+ years of experience in investment sales, financial planning, or a related advisory role.
• FINRA Series 7 and 63 licenses required; Series 65 or 66 must be obtained within 90 days of hire (Series 7 and 66 preferred).
• Strong understanding of financial markets, economic conditions, and industry trends.
• Excellent consultative, influencing, and communication skills with the ability to build trust and drive client engagement.
• Demonstrated initiative and a proactive approach to identifying client needs and opportunities.
• Strong organizational, time management, and prioritization skills in a fast-paced environment.
• Openness to coaching, performance feedback, and adapting to evolving business needs and priorities.
• Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth.

About the team

The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.

Work arrangement

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles like this one.

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws and self-regulatory organization rules, including FINRA. These regulations may restrict Fidelity from hiring individuals with certain criminal histories.