Retirement Planner - San Jose, CA

  • Competitive
  • San Jose, CA, USA
  • Permanent, Full time
  • Fidelity Investments
  • 23 Feb 18 2018-02-23

Retirement Planner - San Jose, CA

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

  • Bachelor's degree
  • 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.