Director, Retirement Planner - Phoenix, AZ
RemoteArizona, United States
Job Summary
Deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education to workplace participants. Provide tailored recommendations based on unique financial circumstances to support informed decision-making and drive participant engagement, satisfaction, and business growth. Identify opportunities to introduce Fidelity products and services while fostering strong relationships across multiple workplace client organizations. Meet or exceed established performance goals and support both Personal and Workplace Investments growth initiatives. This role resides in the Greater Phoenix, AZ area with a remote work model; Fidelity does not provide immigration sponsorship.
Required Qualifications
- Reside in the Greater Phoenix, AZ area
- Series 7 & 63 required
- Ability to acquire Series 65/66 within 90 days of hire
- Bachelor's degree preferred
Desired Qualifications
- 5+ years of experience in investment sales, wealth management, or financial planning
- Series 7 & 66 preferred
- 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
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