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Retirement Planner role in Phoenix, AZ – remote within 90 mi, focusing on workplace retirement plans and client education.
Mid‑level position requiring FINRA Series 7/63 and 90‑day 65/66; emphasis on needs‑based conversations, asset consolidation, and trust building.
Job Description:
This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will educate and support workplace retirement plan participants by increasing awareness of retirement readiness and helping individuals take meaningful steps toward achieving their long-term financial goals. This role is responsible for guiding participants through their employer-sponsored retirement plans, including educating them on plan benefits, employer matching contributions, and investment strategies, while helping them make informed decisions about their retirement savings. The Retirement Planner conducts needs-based conversations to identify participant goals, uncover opportunities for retirement asset consolidation, and identify appropriate solutions that support overall retirement objectives. By providing personalized guidance and collaborating with other members of the TEMPA team when more complex planning needs arise, you will play a critical role in enhancing participant outcomes, building customer loyalty, and strengthening long‑term relationships with Fidelity.
The Expertise and Skills You Bring
2+ years of experience in investment sales, financial planning, or a related advisory role
FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire
Strong understanding of financial markets, economic conditions, and industry trends
Excellent consultative, influencing, and communication skills with the ability to build trust and drive client engagement
Demonstrated initiative and a proactive approach to identifying client needs and opportunities
Strong organizational, time management, and prioritization skills in a fast-paced environment
Openness to coaching, performance feedback, and adapting to evolving business needs and priorities
Ability to effectively leverage planning tools and resources to help participants assess and improve their retirement readiness
Proven ability to conduct needs-based conversations, and support asset acquisition, retention, and growth
Strong ability to articulate Fidelity's approach and vision to provide general investment education for users..
The Team
The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
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.