Director, Retirement Planner – Remote (HNW Workplace)

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

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.