Director, Retirement Planner - Phoenix, AZ

This position is remote and requires that you reside in the Greater Phoenix, AZ area. Fidelity will not provide immigration sponsorship for this role.

About 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.

Responsibilities

• Deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education
• Provide tailored recommendations based on each participant’s unique financial circumstances
• Drive participant engagement, satisfaction, and business growth through comprehensive planning and investment solutions
• Meet or exceed established performance goals
• Identify opportunities to introduce Fidelity products and services
• Support Personal and Workplace Investments growth initiatives
• Foster strong participant relationships across multiple workplace client organizations
• Enhance the client experience and create opportunities to expand and deepen Fidelity relationships

Requirements

• 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

About 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.

Work arrangement

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 - FINRA