Director, Retirement Planner - Phoenix, AZ

Fidelity Investments•Phoenix, AZ

3d•Remote

About The Position

We have a new and exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix, AZ area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. As a Director, Retirement Planner in the Regional Center, 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.

Requirements

Bachelor’s degree required
10 years minimum investment sales/financial planning experience
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Life and annuity licenses (required)
Participant sales experience
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

Master’s degree preferred
Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.

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.
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.
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.
Create awareness around retirement readiness and influence our 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.