退休规划师总监 - 犹他州菲尼克斯
Director, Retirement Planner - Phoenix, AZ
职位描述：我们有一个令人兴奋的机会，为一个远程许可主管，退休规划师在大都市城地区！这个位置是远程的，需要你居住在大城区，AZ. 注：忠诚不会提供移民赞助本职位。作为一名税免市场计划和咨询 (TEMPA) 团队的董事，退休计划员的角色，你将发挥关键作用帮助工作退休计划参与者通过个性化规划和投资指导实现长期财务目标。通过与包括经理总监，工作场所区域管理员，规划和指导团队以及零售合作伙伴的跨职业团队密切合作，你将提供高质量的个人咨询，涵盖退休计划，投资策略，收入规划，组合审查和计划教育。了解每个参与者的独特财务情况，你将为支持有知识决策和财务成功而定制的建议提供。这一角色负责推动参与者参与，满意度和商业增长，并为具有高净值的工作场所参与者提供全面的规划和投资解决方案。关键责任包括实现或超越既定绩效目标，确定推出忠诚度产品和服务的机会，以及支持个人和工作场所投资增长倡议。与免税市场现场团队合作，你将在多个工作场所客户组织中培养强有力的参与者关系，提高客户体验，并创造扩大和深化忠诚度关系的机会。你带来的专业知识和技能 · 学士学位优先 · 5年以上投资销售，财富管理或金融规划经验 · 7 & 66 系列优先；需要7和63系列，在90天内获得65/66的能力 ·经过证明成功发展与高净值客户关系并管理，同时推动业务增长和资产收购 ·对投资产品和服务的强知识，包括中介，保险，财富管理，遗产规划和退休计划策略 ·特殊的书面，口头和人际沟通技能 ·有效参与和影响计划赞助商，参与者和其他关键利益相关方的能力
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Job Description:
We have an 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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.
The Expertise and Skills You Bring
- Bachelor’s degree preferred
- 5+ years of experience in investment sales, wealth management, or financial planning
- Series 7 & 66 preferred; 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
The Team
The Tax-Exempt Market Planning & Advice organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s 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.
Originally posted on Himalayas