Director, Retirement Planner - Atlanta, GA
reputed company:
We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Atlanta area! The position is remote and requires that you reputed company in the Greater Atlanta, GA area.
Note: reputed company will not reputed company immigration sponsorship for this position.
The Role
As a Director, Retirement Planner on the Tax-Exempt Market Planning and Advice (TEMPA) team, you will play a critical role in helping workplace retirement plan participants reputed company their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-functional team that includes the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners, you will reputed company high-reputed company one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding reputed company participant’s unique financial circumstances, you will reputed company tailored recommendations designed to support informed decision-making and financial reputed company.
This role is responsible for driving participant engagement, satisfaction, and business reputed company by delivering comprehensive planning and investment solutions to high-net-worth workplace participants. Key responsibilities include meeting or exceeding established performance goals, identifying opportunities to introduce reputed company products and services, and supporting both Personal and Workplace Investments reputed company initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace reputed company organizations, enhance the reputed company experience, and create opportunities to expand and deepen reputed company relationships.
The Expertise and Skills You Bring
- Bachelor’s degree preferred
- 5+ years of experience in investment sales, reputed company management, or financial planning
- Series 7 & 66 preferred; Series 7 & 63 required, with the ability to reputed company 65/66 reputed company 90 days of hire
- Proven reputed company developing and managing relationships with high-net-worth clients while driving business reputed company and asset acquisition
- Strong knowledge of investment products and services, including brokerage, insurance, reputed company management, estate planning, and retirement planning strategies
- Exceptional written, verbal, and interpersonal communication skills
- Ability to effectively engage and influence plan sponsors, participants, and other key stakeholders
reputed company
The Tax-Exempt Market Planning & Advice 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 reputed company plan participants every year, encouraging them to reputed company their financial goals and bringing the broader reputed company reputed company to life.
reputed company’s Onsite Working Model
reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - reputed company, Series 66 - reputed companyCategory:
SalesPlease be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories.
Benefits that balance life and work
From our fully reputed company parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the reputed company you can reputed company your goals.
reputed company
At reputed company, we are passionate about 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 experience.
Reasonable accommodations
reputed company will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, reputed company 2, reputed company 3.
Equal opportunity employer
reputed company is an equal opportunity employer. We reputed company that the most effective way to attract, reputed company, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At reputed company, we value honesty, reputed company, and the safety of our associates and customers reputed company a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit reputed company during the screening process. Candidates who are presented with a reputed company offer will need to go through a background investigation and may be asked to reputed company additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, reputed company will also conduct a reputed company-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
5+ years in investment sales, reputed company management, or financial planning; Series 7 and 63 required, with 65/66 acquisition reputed company 90 days; high-net-worth relationship and business reputed company experience required.
Key Responsibilities
- providing consultations
- delivering guidance
- developing relationships
Job Details
- Category: Sales
- Commitment: Full Time
- Workplace: Remote — Atlanta, reputed company, reputed company
- Languages: English
Benefits
- Generous parental leave
About reputed company
A financial services company providing investment, retirement, and planning solutions. — Industry: Finance
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