Director, Retirement Planning — Remote

Fidelity; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity, remote (Greater Atlanta area) Director, Retirement Planner, TEMPA team, seeks a seasoned professional to provide personalized retirement planning and investment guidance for workplace participants. You will collaborate with a cross-functional group to deliver high-quality consultations, plan education, and tailored recommendations.

The role emphasizes engaging high-net-worth participants, growing business, and advancing Fidelity solutions while navigating FINRA licensing requirements

Qualifications

• 5+ years of experience in investment sales, wealth management, or financial planning.
• Strong knowledge of investment products and services.
• Proven ability to engage high-net-worth participants and grow business.

Responsibilities

• Deliver one-on-one retirement planning and investment guidance.
• Partner with cross-functional teams to support plan sponsors and participants.
• Identify opportunities to introduce Fidelity products and services and drive engagement.

Skills

Investment sales

Wealth management

Financial planning

Client relationship management

Communication skills

Education

Bachelor’s degree preferred

Job description

Fidelity, remote (Greater Atlanta area) Director, Retirement Planner, TEMPA team, seeks a seasoned professional to provide personalized retirement planning and investment guidance for workplace participants. You will collaborate with a cross-functional group to deliver high-quality consultations, plan education, and tailored recommendations.

The role emphasizes engaging high-net-worth participants, growing business, and advancing Fidelity solutions while navigating FINRA licensing requirements