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Job Details

TEM Regional Center Director Retirement Planner - Covington KY

Company name
Fidelity Brokerage Services LLC

Covington, KY, United States

Employment Type

Executive, Manager, Sales

Posted on
Jan 08,2019

Valid Through
Apr 23,2019

Apply for this job


TEM Regional Center Director, Retirement Planner - Covington, KY','1900017','!*!As a Director, Retirement Planner in the Regional Center, 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

Bachelors degree required, Masters degree preferred

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 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.','!*!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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.','Client/Customer Service','US-KY-Covington','','Full-time','Individual Contributor','Bachelor's Degree (±16 years)','Standard','Non-exempt','Non-exempt','No','TEM Regional Center Director, Retirement Planner - Covington, KY

Company info

Fidelity Brokerage Services LLC
Website :

Company Profile
Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits outsourcing services.

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