Retirement Planner - Tampa, FL

Overview

This role is remote, but you must currently live within 90 miles of the Tampa, FL area.

This position does not provide immigration sponsorship.

As a Retirement Planner within the organization’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward long-term financial goals. You will guide participants through employer-sponsored retirement plans, including education on plan benefits, employer matching contributions, and investment strategies—supporting informed decisions about retirement savings.

Responsibilities

• Conduct needs-based conversations to identify participant goals and uncover opportunities to consolidate retirement assets
• Educate participants on employer-sponsored retirement plan benefits, employer matching contributions, and investment strategies
• Help participants make informed decisions about their retirement savings to support overall retirement objectives
• Provide personalized guidance and collaborate with other members of the TEMPA team when more complex planning needs arise
• Use planning tools and resources to help participants assess and improve retirement readiness
• Support asset acquisition, retention, and growth through needs-based planning conversations
• Communicate the organization’s approach and vision to deliver general investment education to clients

Requirements

• 2+ years of experience in investment sales, financial planning, or a related advisory role
• FINRA Series 7 and 63 licenses required; ability to obtain the Series 65 or 66 within 90 days of hire
• Strong understanding of financial markets, economic conditions, and industry trends
• Excellent consultative, influencing, and communication skills; ability to build trust and drive client engagement
• Demonstrated initiative and a proactive approach to identifying client needs and opportunities
• Strong organizational, time management, and prioritization skills in a fast-paced environment
• Openness to coaching, performance feedback, and adapting to evolving business needs and priorities
• Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth

Preferred Qualifications

• FINRA Series 7 and 66 licenses preferred

Certifications

• Series 07 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA

Compensation & Benefits

Not specified in the provided job description.

Location

• Remote role, requires current residence within 90 miles of the Tampa, FL area

Additional Information

The employer’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities and retirement-related financial activities, and rules and regulations of self-regulatory organizations, including FINRA. These laws and regulations may restrict hiring or association with individuals with certain criminal histories.