Director, Retirement Planner

4 days ago


Phoenix, Arizona, United States Fidelity TalentSource LLC Full time

Job Title: Director, Retirement Planner

Job Summary:

We are seeking a highly skilled and experienced Director, Retirement Planner to join our team. As a key member of our cross-functional team, you will be responsible for delivering high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews.

Key Responsibilities:

  • Deliver personalized solutions to clients based on their unique financial situations
  • Partner with the team to consistently deliver high levels of customer satisfaction
  • Grow Personal & Workplace Investments business in your region
  • Drive crossover relationships and create plan level opportunities

Requirements:

  • Bachelor's degree preferred or equivalent work experience
  • 5 years minimum investment sales/financial planning experience
  • Series 7,63 (required) 65/66 within 90 days of hire
  • In pursuit of Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire
  • Proven track record in generating sales and managing relationships with high-net-worth clients

About Fidelity:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a range of opportunities for learning and professional growth, a hybrid working model that blends the best of both onsite and offsite work experiences, and a commitment to diversity and inclusion.



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