Remote Director, Retirement Planning & Wealth Strategy

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

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.