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Director, Retirement Planner - Houston, TX (Remote)

Company: Fidelity Investments
Location: Houston
Posted on: September 23, 2022

Job Description:

Job Description:We have a new opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro Houston area. The position is remote and requires that you reside in the Greater Houston area (within 90 miles). 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 over the phone. -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 - FINRACompany OverviewFidelity 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.Join UsAt 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 -, 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 "."We invite you to -Find Your Fidelity -at -.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 -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Controller, and Field Client Relationship Manager and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Houston , Director, Retirement Planner - Houston, TX (Remote), Executive , Houston, Texas

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