Director, Retirement Planner - Phoenix, AZ

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 120,000 - 170,000; Full time

Job summary

Fidelity Investments Inc. in the Greater Phoenix area seeks a Remote Licensed Director, Retirement Planner to deliver personalized retirement planning and investment guidance.

You will work with a cross-functional team to offer high-quality consultations, portfolio reviews, and education to participants, emphasizing growth and engagement in a tax-exempt workplace setting. The role requires Series licenses and a track record with high-net-worth clients, with a path to expand Fidelity

Qualifications

• Bachelor's degree preferred.
• 5+ years 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.
• Proven success developing relationships with high-net-worth clients and driving growth.
• Strong knowledge of investment products and services (brokerage, insurance, wealth planning).
• Excellent written, verbal, and interpersonal communication.
• Ability to engage and influence plan sponsors, participants, and stakeholders.

Responsibilities

• Meet one-on-one with participants for retirement planning and guidance.
• Provide tailored investment recommendations and reviews.
• Drive participant engagement and support business growth initiatives.
• Collaborate with cross-functional teams and retail partners.
• Support growth in Personal and Workplace Investments within TEMPA.

Skills

Investment sales

Wealth management

Financial planning

Client relationship management

Communication skills

Cross-functional collaboration

Plan sponsors engagement

Education

Bachelor's degree preferred

Series 7 & 66 preferred; Series 7 & 63 required

Job description

Fidelity will not provide immigration sponsorship for this position.

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.

The Role

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. 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.