Remote Retirement Planner — Financial Guidance & Advisory

Fidelity is looking for a Retirement Planner in Houston, TX. This position requires a strong background in customer service and sales, along with knowledge of tax-exempt retirement products. The planner will onboard new participants into workplace plans and assist with retirement readiness, all while working remotely with occasional in-office requirements.

The ideal candidate will demonstrate consultative selling skills and engage with clients effectively. Strong communication and time-management abilities are essential.