Job Description

This job requires you to live in the Oakland/East Bay area, as you will be working on a local client campus 4-5 days a week.

You are a treasure of investment knowledge in a people-oriented package. Friends admire your natural ability to connect to an audience of hundreds as well as 1:1. You enjoy sharing, consulting and helping others achieve proverbial retirement gold.

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

How Your Work Impacts the Organization

The Personal Investing (PI) business unit provides retail brokerage, mutual funds, managed accounts, annuities and other financial products and services to millions of individual investors. PI includes Fidelity’s life insurance and annuities business, including workplace savings for tax-exempt organizations. As a Dedicated Retirement Planner within PI, you help develop and maintain assets with public sector companies in a particular region. Your work contributes to the success of a company known for customer satisfaction in the financial services industry.

The base salary range for this position is $78,000 – $115,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits(opens in a new tab) to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Certifications:

Series 07 – FINRA, Series 66 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.