Director, Retirement Planner - Houston, TX (Remote)

Fidelity Investments•Central, TX

6d•Remote

About The Position

As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. You will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. You’ll be responsible for exceeding assigned targets and driving both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.

Requirements

Bachelor’s degree preferred or equivalent work experience
5 years minimum investment sales/financial planning experience
Series 7, 63 (required)
Series 65/66 within 90 days of hire
In pursuit of Certified Financial Planner (CFP) Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it.
Proven track record in generating sales and managing relationships with high-net-worth clients
Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.
Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.
Exceptional presentation skills in virtual, one-on-one and group settings.

Nice To Haves

Desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars

Responsibilities

Facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews.
Understand the client’s unique financial situation and provide personalized solutions.
Partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.
Exceed assigned targets and drive both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.
Recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.
Ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.
Create awareness around retirement readiness and influence customers to take action to improve their personal retirement situation.
Increase cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.