Remote Director, Retirement Planner — TEMPA Team

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

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