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Director, Retirement Planner - Phoenix, AZ
Fidelity InvestmentsPhoenix, AZ
Posted Oct 15, 2026
What you’d do
Deliver one-on-one retirement planning consultations to workplace retirement plan participants, covering retirement and income planning, investment strategies, portfolio reviews, and plan education. Remote role requiring residence in the Greater Phoenix, AZ area; full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- 5+ years in investment sales, wealth management, or financial planning
- Series 7 & 63 required
- Ability to acquire 65/66 within 90 days of hire
- Reside in Greater Phoenix, AZ area
- Bachelor's degree preferred
Our summary of the listing. The full listing has the details.