Director, Retirement Planner - Phoenix, AZ

Fidelity; Phoenix (AZ); Hybrid; USD 140,000 - 180,000; Full time

Job summary

Fidelity in Phoenix, AZ is seeking a Remote Licensed Director, Retirement Planner to join the TEMPA team and deliver personalized retirement planning and investment guidance to workplace participants. The role is remote but preferred to reside in the Greater Phoenix area, with some onsite work (0–25%).

As an Associate-level leadership position on the TEMPA team, you will work with cross-functional partners and provide strategic direction for retirement planning initiatives while maintaining

Qualifications

• Must hold FINRA Series 7 and Series 66 licenses.
• Role focuses on retirement planning and investment guidance for workplace participants.

Responsibilities

• Serve as a Director, Retirement Planner on the TEMPA team, providing personalized planning and investment guidance.
• Collaborate with a cross-functional team to help workplace retirement plan participants reach long-term financial goals.

Skills

Financial planning

Client relationship mgmt

FINRA Series 7

FINRA Series 66

Job description

Sales & Relationship Management

Director, Retirement Planner - Phoenix, AZ

Published: Aug 12 ID: 2133746

Time onsite: may require some work in the office (~0-25%)

Remote

Location

• Phoenix, AZ

Team

• Sales & Relationship Management

Experience Level

Associate

FINRA Licenses

Series 07 - FINRA, Series 66 - FINRA

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 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,