Director, Retirement Planner - Phoenix, AZ

Fidelity Investments • Phoenix, AZ

22h • Remote

About The Position

As a Director, Retirement Planner on the Tax-Exempt Market Planning and Advice (TEMPA) team, you will play a critical role in helping workplace retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-functional team that includes the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners, you will deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding each participant’s unique financial circumstances, you will provide tailored recommendations designed to support informed decision-making and financial success.
This role is responsible for driving participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants. Key responsibilities include meeting or exceeding established performance goals, identifying opportunities to introduce Fidelity products and services, and supporting both Personal and Workplace Investments growth initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace client organizations, enhance the client experience, and create opportunities to expand and deepen Fidelity relationships.

Requirements

• 5+ years of experience in investment sales, wealth management, or financial planning
• 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
• Reside in the Greater Phoenix, AZ area

Nice To Haves

• Bachelor's degree preferred
• Series 7 & 66 preferred

Responsibilities

• Deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education.
• Provide tailored recommendations designed to support informed decision-making and financial success.
• Drive participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants.
• Meet or exceed established performance goals.
• Identify opportunities to introduce Fidelity products and services.
• Support both Personal and Workplace Investments growth initiatives.
• Foster strong participant relationships across multiple workplace client organizations.
• Enhance the client experience.
• Create opportunities to expand and deepen Fidelity relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Director