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Remote Retirement Planner — Educate & Guide Participant Plans
Remote / Online - Candidates ideally in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-14
Atlanta, Fulton County, Georgia, 30383, USA
Listing for:
The Fidelity
Remote/Work from Home
position Listed on 2026-06-14
Job specializations:
-
Business
Financial Advisor
Job Description & How to Apply Below
The Fidelity is seeking a Retirement Planner to drive customer loyalty and support workplace participants in maximizing their retirement plans. This remote role requires candidates to reside within 90 miles of Atlanta, GA, and necessitates the Series 7 and Series 63 licenses.
Responsibilities include educating participants, onboarding new clients, and analyzing needs to provide suitable retirement solutions. Candidates should possess strong consultative and communication skills and a solid understanding of tax exempt retirement products.
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