Director, Retirement Planner

6 days ago

Phoenix, Arizona, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly skilled Director, Retirement Planner to join our team in the Greater Metro-Phoenix area. This is a remote opportunity that requires residing in the Greater Phoenix, AZ area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

As a Director, Retirement Planner, you will be responsible for delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.

The Expertise We re Looking For
  • 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 if you do not currently possess it
  • Proven track record in generating sales and managing relationships with high-net-worth clients
The Purpose of Your Role

As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You ll be responsible for understanding the client s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.

The Skills You Bring
  • Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning
  • Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants
  • Your exceptional presentation skills in virtual, one-on-one and group settings
  • Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars
The Value You Deliver
  • You ll be responsible for exceeding assigned targets and driving both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants
  • You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets
  • Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies
How Your Work Impacts the Organization

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 such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.



Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com.

  • Director, Retirement Planner

    4 days ago

    Phoenix, Arizona, United States Fidelity TalentSource LLC Full time

    Job Title: Director, Retirement PlannerJob 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...

  • Director of Retirement Income Operations

    5 days ago

    Phoenix, Arizona, United States USAA Full time

    Director, Retirement IncomeAt USAA, we're committed to facilitating the financial security of millions of U.S. military members and their families. As a dedicated Director, Retirement Income, you'll play a critical role in leading our Retirement Income teams, who support USAA members with annuities and other retirement income products.Key...

  • Director, Retirement Income Operations

    5 days ago

    Phoenix, Arizona, United States USAA Full time

    About the OpportunityWe are seeking a highly skilled and experienced Director, Retirement Income to lead our Retirement Income teams in supporting USAA members with annuities and other retirement income products.This role will direct multiple teams of Retirement Income Specialists who are responsible for providing appropriate solutions to our members. The...

  • Principal Planner

    3 weeks ago

    Phoenix, Arizona, United States Maricopa County Full time

    About the PositionThis role oversees Planners and Senior Planners in specialized and technical land use planning and development work in a diverse jurisdiction. The successful candidate will review, edit, and present reports prepared for the Planning and Zoning Commission, Board of Supervisors, and Board of Adjustment.Key ResponsibilitiesManage Planners and...

  • Maintenance Planner: Surface Mining

    4 weeks ago

    Phoenix, Arizona, United States Thiess Full time

    Job Title: Maintenance Planner: Surface MiningWe are seeking a skilled Maintenance Planner to join our team at Thiess, a leading global mining services provider. As a Maintenance Planner, you will play a critical role in ensuring the safe and efficient operation of our surface mining equipment.Key Responsibilities:Develop and maintain rolling maintenance...

  • Director, Retirement Income – Life Company

    1 month ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleWe are seeking a highly skilled and experienced Director, Retirement Income to lead our Retirement Income teams in providing exceptional service to our members. As a key member of our leadership team, you will be responsible for directing multiple teams of Retirement Income Specialists who provide solutions to our members. You will analyze...

  • Advice Director

    2 weeks ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAt USAA, we're committed to facilitating the financial security of our members, associates, and their families. As an Advice Director, you'll play a critical role in developing and maintaining our point-of-view on key subject areas, ensuring that our advice and recommendations are informed, relevant, and actionable.Key ResponsibilitiesDevelop...

  • Director, Field Medical Operations

    4 weeks ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Director, Field Medical, you will lead the Retirement Income teams at USAA, supporting members with annuities and other retirement income products. This role will direct multiple teams of Retirement Income Specialists, responsible for providing appropriate solutions to our members.Key ResponsibilitiesDirect and manage multiple teams of...

  • Discharge Planner

    2 days ago

    Phoenix, Arizona, United States La Frontera Empact Full time

    Job Summary: We are seeking a highly skilled Discharge Planner to join our team at La Frontera Empact. As a Discharge Planner, you will be responsible for providing case management and coordination for Adults designated Seriously Mentally Ill. You will assist the treatment team in formulating discharge plans and service planning for all clients in inpatient...

  • Discharge Planner

    4 days ago

    Phoenix, Arizona, United States La Frontera Arizona Full time

    About Us:La Frontera Arizona is a leading non-profit organization dedicated to providing community services and resources for behavioral health counseling, crisis intervention, and suicide prevention. We are an EEO/AA Employer.Job Summary:The Discharge Planner provides case management and coordination for Adults designated Seriously Mentally Ill. This role...

  • Retirement Income Specialist

    1 month ago

    Phoenix, Arizona, United States USAA Full time

    Job SummaryWe are seeking a highly skilled Retirement Income Specialist to join our team at USAA. As a key member of our team, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs and providing expert advice and recommendations.Key ResponsibilitiesAssess member's current...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About USAAAt USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our mission is to give back to those who have served, and we're working together to build a great experience and make a real impact for our members.The OpportunityWe're seeking an Intermediate Retirement Income Specialist to join...

  • Retirement Income Specialist

    4 weeks ago

    Phoenix, Arizona, United States USAA Full time

    About USAAAt USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our mission is to give back to those who have served, and we're working together to build a great experience and make a real impact for our members.The OpportunityWe're seeking an Intermediate Retirement Income Specialist to join...

  • Executive Chef

    4 weeks ago

    Phoenix, Arizona, United States Spectrum Retirement Full time

    Spectrum Retirement Communities is seeking a skilled Sous Chef to lead our culinary team. As a key member of our kitchen operations, you will be responsible for ensuring the highest quality food is served to our residents. Your leadership skills and culinary expertise will be essential in maintaining a safe and efficient kitchen environment. Key...

  • Project Director

    3 weeks ago

    Phoenix, Arizona, United States Clayco Full time

    About Us:Clayco is a leading full-service, turnkey real estate development, master planning, architecture, engineering and construction firm that delivers high-quality solutions to clients across North America. With a strong focus on innovation and efficiency, Clayco specializes in delivering fast-track, industrial, commercial, institutional and residential...

  • Maintenance Planner: Fixed Plant Operations

    4 weeks ago

    Phoenix, Arizona, United States Thiess Full time

    Job Title: Maintenance Planner: Fixed PlantAbout ThiessThiess is a global organization with a rich history dating back to 1933. We are a leading provider of sustainable resource solutions, including mining services, land reclamation, and engineering consulting. With a presence in 12 countries and over 12,000 employees, we are committed to creating lasting...

  • Discharge Planner

    5 days ago

    Phoenix, Arizona, United States Southwest Network Full time

    About the RoleWe are seeking a skilled Discharge Planner to join our team at Southwest Network. As a member of our interdisciplinary team, you will play a critical role in the initial discharge planning and coordination of care for our members in inpatient facilities.Key ResponsibilitiesAssist with member discharge evaluations and work with teams to build...

  • Marketing Communications Director

    1 month ago

    Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    {"Job Title": "Communications & Marketing Director", "Job Summary": "The Arizona Official Website of State of Arizona seeks a skilled Communications & Marketing Director to develop and implement comprehensive marketing and communication strategies that align with our organization\u2019s mission, goals, and objectives. The ideal candidate will possess...

  • Medical Director

    5 days ago

    Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    {"Job Title": "Medical Director", "Job Summary": "The Arizona Department of Corrections Rehabilitation and Reentry (ADCRR) is seeking a highly skilled medical professional to serve as our Medical Director. This individual will be responsible for ensuring the equitable application of a Patient-Centered Care Model in monitoring and evaluating medical services,...

  • Financial Planning Specialist

    4 weeks ago

    Phoenix, Arizona, United States Dynamic Advisor Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Dynamic Advisor Solutions in Phoenix, AZ.The successful candidate will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. This will involve analyzing financial data, creating financial plans, and...