Remote Retirement Planner Director | Wealth & Planning Lead

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 120,000 - 170,000; Full time

Job summary

Fidelity Investments Inc. in the Greater Phoenix area seeks a Remote Licensed Director, Retirement Planner to deliver personalized retirement planning and investment guidance.

You will work with a cross-functional team to offer high-quality consultations, portfolio reviews, and education to participants, emphasizing growth and engagement in a tax-exempt workplace setting. The role requires Series licenses and a track record with high-net-worth clients, with a path to expand Fidelity

Qualifications

• Bachelor's degree preferred.
• 5+ years 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.
• Proven success developing relationships with high-net-worth clients and driving growth.
• Strong knowledge of investment products and services (brokerage, insurance, wealth planning).
• Excellent written, verbal, and interpersonal communication.
• Ability to engage and influence plan sponsors, participants, and stakeholders.

Responsibilities

• Meet one-on-one with participants for retirement planning and guidance.
• Provide tailored investment recommendations and reviews.
• Drive participant engagement and support business growth initiatives.
• Collaborate with cross-functional teams and retail partners.
• Support growth in Personal and Workplace Investments within TEMPA.

Skills

Investment sales

Wealth management

Financial planning

Client relationship management

Communication skills

Cross-functional collaboration

Plan sponsors engagement

Education

Bachelor's degree preferred

Series 7 & 66 preferred; Series 7 & 63 required

Job description

Fidelity Investments Inc. in the Greater Phoenix area seeks a Remote Licensed Director, Retirement Planner to deliver personalized retirement planning and investment guidance.

You will work with a cross-functional team to offer high-quality consultations, portfolio reviews, and education to participants, emphasizing growth and engagement in a tax-exempt workplace setting. The role requires Series licenses and a track record with high-net-worth clients, with a path to expand Fidelity