Director, Retirement Planner - Phoenix, AZ

Fidelity Investments; Phoenix (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments in the Greater Metro-Phoenix area seeks a Remote Licensed Director, Retirement Planner to guide workplace participants toward long-term financial goals through personalized planning and investment guidance.

You will deliver one-on-one consultations on retirement planning, income strategies, portfolio reviews, and plan education, collaborating with a cross-functional TEMPA team and retail partners to drive engagement and growth.

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 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.

Responsibilities

• Deliver one-on-one retirement planning consultations and investment guidance for participants.
• Provide tailored recommendations to support informed decisions and financial success.
• Meet or exceed established performance goals and growth initiatives.
• Identify opportunities to introduce Fidelity products and services to participants and plan sponsors.
• Foster relationships across workplace client organizations and enhance the client experience.
• Contribute to expanding Fidelity relationships through cross-functional collaboration.

Skills

Investment sales

Wealth management

Financial planning

Relationship building

Client communication

Regulatory knowledge

Education

Bachelor’s degree preferred

Job description

Job 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.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Director, Retirement Planner on the Tax-Exempt Market Planning & 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. Working closely with a cross-functional team that includes the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners, you will deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding each participant’s unique financial circumstances, you will provide tailored recommendations designed to support informed decision-making and financial success.

This role is responsible for driving participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants. Key responsibilities include meeting or exceeding established performance goals, identifying opportunities to introduce Fidelity products and services, and supporting both Personal and Workplace Investments growth initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace client organizations, enhance the client experience, and create opportunities to expand and deepen Fidelity relationships.

The Expertise And Skills You Bring

• 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

The Team

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.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

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.