Job Description:

To be eligible for consideration of this role, your primary residence must be

located within a 90 mile radius at the time of application from the approved branch sites listed below:

Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy

Champion Forest

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 

• Bachelor’s degree preferred or equivalent work experience 
• 5 years minimum investment sales/financial planning experience 
• Series 7,63 (required) 65/66 within 90 days of hire 
  • In pursuit of Certified Financial Planner (CFP)  Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. 
  • Proven track record in generating sales and managing relationships with high-net-worth clients 

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 

• 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. 

Certifications:

Series 07 - FINRA, Series 63 - 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.