Director, Retirement Planner - Greater Atlanta, GA Director, Retirement Planner - Greater Atlanta, GA …

Fidelity Investments
in Atlanta, GA, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in Atlanta, GA, United States
Permanent, Full time
Be the first to apply
Competitive
Director, Retirement Planner - Greater Atlanta, GA
Job Description:

Fidelity Investments' Racial Equity & Diversity Pledge

"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments.



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.   

JOB DESCRIPTION:

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 required, Master's degree preferred
  • 10 years minimum investment sales/financial planning experience
  • Series 7,63, 65/66 (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.

CERTIFICATIONS:

Series 07 - FINRA, Series 66 - FINRA

COMPANY OVERVIEW

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Certifications:
Series 07 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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