National Retirement Planner - Merrimack, NH

  • Competitive
  • Merrimack, NH, USA
  • Permanent, Full time
  • Fidelity Investments
  • 19 Feb 18 2018-02-19

National Retirement Planner - Merrimack, NH

As a National Retirement Planner you will be the primary point of contact for specific clients where you'll be providing 1:1 consultations, investment education, and plan advocacy to all plan participants.

The Expertise We're Looking For

  • Bachelor's degree is highly preferred but not required
  • Series 7, 63, 65 & Insurance licenses are required
  • 5 years minimum financial services industry experience

The Purpose of Your Role

As The National Retirement Planner supports their client through the use of guidance tools, delivering employee meetings, providing direction on how to utilize Fidelity Investments, and collaborating with the Plan Administrator and HR department to address any needs or concerns.

The Skills You Bring
  • Demonstrated consultative skills
  • Proficient in the guidance offering
  • Ability to meet or exceed business development goals
  • Strong public relations acumen with an ability to engage in effective public speaking
  • Institutional & retail product knowledge
  • Professional demeanor, self-starter, flexible

The Value You Deliver
  • Provide investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services and assists customers with implementing guidance recommendations, including trading and online education through while acquiring, retaining, and developing assets.
  • Responsible for assigned business development goals.
  • Deliver high quality face-to-face employee meetings for retirement plan participants including: Enrollment Meetings, Transition Meetings, General Education Meetings, Advanced Investment Meetings, Regional Workshops and Benefit Fairs as well as coordinate the preparation and delivery of the Employee Meetings with attention to detail and client satisfaction.
  • Develop local efforts and implement national initiatives to grow business through customer contact, workshops, lead generation, and local branding with the collaboration of the Plan Administrator and the HR department. Negotiate with client contacts to uncover/address concerns and act as the liaison between the client and internal business partners enhancing the relationships to ensure Fidelity's overall ongoing success.
  • Effectively create the best possible customer experience for the participant and plan sponsor while meeting the client's broad range of investment needs.

How Your Work Impacts the Organization

The National Retirement Planner strives to ensure that participants are prepared to make better decisions regarding their financial retirement readiness while ensuring industry leading customer satisfaction results are achieved.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

Fidelity Investments is an equal opportunity employer.