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Remote Retirement Education Jobs (NOW HIRING)

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Internal Retirement Specialist

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SD60 #LI-YA1 #LI-REMOTE Summary At the heart of our work with retirement plans for high-profile ... You'll act as a consultant to provide specific education and advice based on the individual ...

Nationwide

Internal Retirement Specialist

OR · Remote

SD60 #LI-YA1 #LI-REMOTE Summary At the heart of our work with retirement plans for high-profile ... You'll act as a consultant to provide specific education and advice based on the individual ...

ARC Group

Medical Director

Jacksonville, FL · Remote

MEDICAL DIRECTOR - REMOTE ARC Group has an immediate opportunity for a Medical Director! This ... retirement, education, and decision making. * Collaborate with investigative teams and law ...

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Remote Retirement Education information

What is the difference between Remote Retirement Education vs Retirement Counselor?

AspectRemote Retirement EducationRetirement Counselor
CredentialsCertifications in financial planning, retirement planning, or educationCertifications in financial advising, counseling, or retirement planning
Work EnvironmentRemote, online platforms, virtual seminarsRemote or in-person, client meetings, counseling sessions
Industry UsageFinancial services, education, non-profitsFinancial advisory firms, banks, non-profits
Search & Comparison IntentEducational content, retirement planning programsPersonalized retirement advice, counseling services

Remote Retirement Education focuses on providing informational and educational content about retirement planning, often through online courses or seminars. Retirement Counselors offer personalized advice and guidance to individuals on their retirement strategies. While both roles involve retirement topics, the former emphasizes education and awareness, whereas the latter provides tailored counseling services.

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Remote Retirement Education jobs near you
Infographic showing various Remote Retirement Education job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Retirement Planner - Houston, TX (Remote)

Fidelity Investments

Houston, TX • Remote

$51K - $70K/yr

Full-time

Life, Retirement

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:

Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center to be considered for this opportunity.
Put your expertise in retirement planning to work every day

The ExpertiseWe're Looking For

  • Series 7 & Series 63 licenses required
  • 2+ years of experience in a customer service or sales role preferred
  • Knowledge of tax exempt retirement products and services highly desirable
  • Previous phone center experience preferred
  • Demonstrated ability to deliver exceptional customer results

The Purposeof Your Role

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.

The SkillsYou Bring

  • Your comprehensive understanding of the current market, economy, & economic trends
  • Your robust consultative, influencing and communication skills
  • Proven capability to be proactive and demonstrate initiative
  • Strong time management and prioritization skills
  • Your receptiveness to feedback and willingness to adapt to change

The ValueYou Deliver

  • 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
  • Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
  • Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
  • Understanding and articulating Fidelity Viewpoints to provide general education to clients
  • Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate

How Your Work Impactsthe Organization

The Regional Center Retirement Planner provides education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

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