Director, Retirement Planner - Phoenix, AZ

Soteria Reinsurance Ltd.; Phoenix (AZ); On-site; USD 180,000 - 260,000; Full time

Job summary

Fidelity Investments in the Greater Phoenix area is seeking a Remote Licensed Director, Retirement Planner to deliver personalized retirement planning and investment guidance to workplace participants.

You will conduct one-on-one consultations covering retirement planning, asset allocation, income planning, and plan education, while building trusted relationships with plan sponsors and participants. The TEMPA team supports growth and client education across multiple programs.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of experience in investment sales, wealth management, or financial planning.
• Proven success developing and managing relationships with high-net-worth clients.

Responsibilities

• Deliver retirement planning and investment guidance to workplace participants.
• Conduct one-on-one consultations covering retirement planning, income planning, and plan education.
• Drive participant engagement and business growth for Fidelity products and services.

Skills

Investment sales

Wealth management

Financial planning

Client relationship building

Education

Bachelor’s degree

Tools

Series 7

Series 66

FINRA licenses

Job description

## Director, Retirement Planner - Phoenix, AZApplylocations: Phoenix, AZtime type: Full timeposted on: Posted Todayjob requisition id: 2133746## ## 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, 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:## SalesPlease 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.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.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 please contact the following:* For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2* For roles based in Ireland: Contact [e-mail]* For roles based in Germany: Contact [e-mail]