Director, Retirement Planner - Atlanta, GA (REMOTE)
Job Description:
We have a new and exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Atlanta 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 professional 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.
TheExpertiseWe'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 ThePurposeof Your RoleAs a Director, Retirement Planner, you will play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life.
You will facilitate high-quality 1:
1 meetings with retirement plan participants, including basic plan overviews and more complex retirement planning and portfolio reviews.
You'll be responsible for understanding the client's unique financial situation and providing personalized solutions.
TheSkillsYou Bring Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
Your comprehensive understanding of the current market, economy, & economic trends Your robust consultative, influencing and communication skills Proven capability to be proactive and demonstrate initiative Strong time management and prioritization skills Your receptiveness to feedback and willingness to adapt to change TheValueYou Deliver Onboarding new participants into their workplace plans by providing education on their company's match and savings as well as guidance to help with choosing their investment strategy Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers' needs Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan Leverage guidance offering and appropriate tools to assist customers with their retirement readiness Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets Understanding and articulating Fidelity Viewpoints to provide general education to clients Identify opportunities to provide more complex guidance and partner with our Financial/Investment consultants where appropriate.
How Your WorkImpactsthe OrganizationYou'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.
Please see below for the salary range for work locations in Colorado only:
N/APlease see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/APlease see below for the salary range for work locations in California only:
N/APlease see below for the salary range for work locations in Washington only:
N/ACertifications:
Series 07 - 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 Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
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.
At Fidelity, 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.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
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 Accommodation Team by sending an email to accommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Recommended Skills Adaptability Brokerage Certified Financial Planner Coaching And Mentoring Communication Consultative Selling Estimated Salary: $20 to $28 per hour based on qualifications.
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