Retirement Planner

Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy. Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs. Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan.

According to JobzMall, the average salary range for a Retirement Planner in 279 W S Temple, Salt Lake City, UT 84101, USA is $39,000 to $97,000 per year. This range can vary depending on experience, qualifications, location, industry, and other factors.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.