Director, Retirement Planner - Houston, TX (Remote)
Fidelity Investments · US
Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application fro...
Job description
Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy Champion Forest: 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 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 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 mana...