Remote Retirement Planner Director for High-Net-Worth Clients

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 180,000 - 280,000; Full time

Job summary

Fidelity Investments Inc. in the Greater Metro-Phoenix area is seeking a Remote Licensed Director, Retirement Planner to provide personalized retirement planning and investment guidance to high-net-worth workplace participants.

This role is remote and requires residence in the Greater Phoenix, AZ area. You will deliver one-on-one consultations on retirement planning, income strategies, portfolio reviews, and plan education, working with cross-functional teams 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 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.

Responsibilities

• Provide comprehensive planning and investment guidance to high-net-worth workplace participants.
• Deliver one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education.
• Meet or exceed established performance goals and identify opportunities to introduce Fidelity products and services.
• Support Personal and Workplace Investments growth initiatives in partnership with the TEMPA onsite team.
• Foster strong participant relationships across multiple workplace client organizations and expand Fidelity relationships.

Skills

Investment sales

Wealth management

Financial planning

Client relationship management

Education

Bachelor’s degree preferred

FINRA Series 7 & 66

Series 63 required

Job description

Fidelity Investments Inc. in the Greater Metro-Phoenix area is seeking a Remote Licensed Director, Retirement Planner to provide personalized retirement planning and investment guidance to high-net-worth workplace participants.

This role is remote and requires residence in the Greater Phoenix, AZ area. You will deliver one-on-one consultations on retirement planning, income strategies, portfolio reviews, and plan education, working with cross-functional teams to drive engagement and growth