[Hiring] Director, Retirement Planner @Fidelity Investments

Role Description

We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix, AZ area.

As a Director, Retirement Planner on the Tax-Exempt Market Planning and Advice (TEMPA) team, you will play a critical role in helping workplace retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Key responsibilities include:

• Delivering high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education.
• Driving participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants.
• Meeting or exceeding established performance goals.
• Identifying opportunities to introduce Fidelity products and services.
• Supporting both Personal and Workplace Investments growth initiatives.
• Fostering strong participant relationships across multiple workplace client organizations.
• Enhancing the client experience and creating opportunities to expand and deepen Fidelity relationships.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of experience in investment sales, wealth management, or financial planning.
• Series 7 & 66 preferred; Series 7 & 63 required, with the ability to acquire 65/66 within 90 days of hire.
• Proven success developing and managing relationships with high-net-worth clients while driving business growth and asset acquisition.
• Strong knowledge of investment products and services, including brokerage, insurance, wealth management, estate planning, and retirement planning strategies.
• Exceptional written, verbal, and interpersonal communication skills.
• Ability to effectively engage and influence plan sponsors, participants, and other key stakeholders.

Requirements

• Series 07 - FINRA.
• Series 66 - FINRA.

Company Description

The Tax-Exempt Market Planning & Advice organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.