Fidelity Investments

Retirement Planner

Fidelity Investments
San Diego, CA, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

As a Retirement Planner (RP) you will be onboarding new TEM participants into their workplace plans by providing education on their company’s match and savings. You will provide fundamental guidance to customers choosing their investment strategy. You will also listen for opportunities to provide more complex guidance and partner with other Participant Experience team members.

Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications

  • 2+ years of experience in a customer service or sales role

  • Previous phone center experience preferred

Required Skills

  • Documentation

  • Time Management

  • Series 7

  • Series 63 licenses

Soft Skills

  • Adaptable

  • Communication

  • Multitasking

  • Problem Solving

Compensation

According to JobzMall, the average salary range for a Retirement Planner in San Diego, CA, USA is $87,853 - $119,844 per year. This range is based on the salary data of retirement planners in the region as reported by employers and employees.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 1st, 2021
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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