Job Description

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As a Director, Retirement Planner in the Regional Center, 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

Bachelor's degree required, Master's degree preferred 10 years minimum investment sales/financial planning experience Series 7,63, 65/66 (required) Life and annuity licenses (required) Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it. Participant sales experience Proven track record in generating sales and managing relationships with high net worth clients

The

Purpose

of 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 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

Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. Your exceptional presentation skills in virtual, one-on-one and group settings. Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars

The

Value

You Deliver

You'll be responsible for exceeding 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

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.

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Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA###

Category:

Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.


Please 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.