Director, Retirement Planner Phoenix, AZ

Job Description:

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 Centeryourea 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.

The ExpertiseWereLooking For

• Bachelors degreerequiredMastersdegree preferred

• 10 years minimum investment sales/financial planning experience

• FINRA Series 7 & 66 licensed and holdappropriate stateregistrations OR ability toacquireSeries 66 upon hire

• Life and annuity licenses (required)

• Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will berequiredto obtain if you do not currentlypossessit.

• Participant sales experience

• Proventrack recordin generating sales and managing relationships withhigh net worthclients

The Purposeof Your Role

As a Director Retirement Planner at the Regional Center 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 willfacilitatehigh-quality 1:1meetingswith retirement plan participants including basic plan overviews and more complex income planning and portfolio responsible forunderstanding the clients unique financial situation and providing personalized solutions. You will partner with the team to consistently deliverhigh levelsof customer satisfaction growing Personal & Workplace Investments business in your region client profitability creating plan levelopportunitiesand driving crossover relationships.

The SkillsYou Bring

• Your demonstrated knowledge of brokerage insurance money management estate planning financial planningand orretirement planning.

• Outstanding written verbal and interpersonal communication skillsin order tointeract with plan sponsors and participants.

• Your exceptional presentation skills in virtual one-on-oneand group settings.

• Your desire to continue your education through completion/participation in advanced degrees certificate programs institutes or seminars

Note: Fidelity is not providing immigration sponsorship for this position

TheValueYou Deliver

• Youllbe responsible forexceeding 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.

How Your Work Impactsthe Organization

Youre tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement value to Fidelity in a variety ofwayssuch as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.

Certifications:

Category:

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.