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 Atlanta Georgia 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.
You work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.
As a Director, Retirement Planner, 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.
The Expertise We’re Looking For
The Purpose of Your Role
As a Director, Retirement Planner, 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 will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will 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.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.
Series 07 – FINRA, Series 66 – FINRA
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.”
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
The Ultra Finance function leads the budgeting and forecasting processes and supports the strategy process, as well as managing performance...
Apply For This JobPOSITION SUMMARY: Supervise production employees and comply with all safety, quality, quantity, and housekeeping standards. ESSENTIAL FUNCTIONS: Define Daily Production...
Apply For This JobYour Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today’s complex business...
Apply For This JobJLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for...
Apply For This JobJob Description br{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> Vice President of Marketing Job Description Position Summary The Vice President of Marketing...
Apply For This Jobbr{display:none;}.css-58vpdc ul > li{margin-left:0;}.css-58vpdc li{padding:0;}]]> Weekend Hospital Liaison/Nursing Home Marketer Centers Health Care is actively seeking an energetic and experienced...
Apply For This Job