Director, Retirement Planner - Chicago, IL

March 12 2019
As a Director, Retirement Planner you're to be seen as a member of the "HR Team" with your assigned plan. Your role is critical in helping each plan participant achieve success with planning towards their retirement.

The Expertise We're Looking For
  • College degree
  • 10 years minimum investment sales/financial planning experience
  • Series 7,63, 65/66 (required)
  • Life and annuity licenses (required)
  • Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required if not already possessed.
  • 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, 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'll be responsible for conducting comprehensive financial reviews for Premium Service Eligible participants, partnering 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 both one-on-one and group settings.
  • Effective territory management
  • 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.
  • Presenting the Premium Services offering in person to senior level executives (Plan Sponsors, board members) during annual business reviews. You'll also act as the lead presenter in sales presentations for new business opportunities.
  • Primarily focused on working with the team 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.

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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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