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Director Retirement Education Jobs (NOW HIRING)

Icmarc

Retirement Plans Specialist

$84K - $127K/yr

We focus on delivering results-oriented retirement and retiree health savings plans, education ... Direct sales experience desired with experience in closing the sale preferred. Ability to overcome ...

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How much do director retirement education jobs pay per year?

As of Aug 21, 2026, the average yearly pay for director retirement education in the United States is $78,019.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $79,500.00 per year, depending on experience, location, and employer.

What is the difference between Director Retirement Education vs Retirement Program Coordinator?

AspectDirector Retirement EducationRetirement Program Coordinator
CredentialsTypically requires a bachelor’s degree, often a master’s in education, finance, or related fieldUsually requires a bachelor’s degree, with some roles preferring experience in program coordination or finance
Work EnvironmentStrategic planning, overseeing educational initiatives, managing teamsImplementing retirement programs, coordinating events, supporting participants
Employer & IndustryFinancial services firms, retirement plan providers, educational institutionsRetirement plan providers, HR departments, financial institutions

The main difference is that the Director Retirement Education focuses on strategic leadership and overseeing retirement education programs, while the Retirement Program Coordinator handles the day-to-day implementation and participant support of retirement plans.

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Director Retirement Education jobs near you
Infographic showing various Director Retirement Education job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $78,019 per year, or $37.5 per hour.

Director, Retirement Planner - Phoenix, AZ

Fidelity Investments

Phoenix, AZ • On-site

Full-time

Retirement

Posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix, AZ area.
Note: Fidelity will not provide 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 achieve 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 deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding each participant's unique financial circumstances, you will provide tailored recommendations designed to support informed decision-making and financial success.
This role is responsible for driving participant engagement, satisfaction, and business growth 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 Fidelity products and services, and supporting both Personal and Workplace Investments growth initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace client organizations, enhance the client experience, and create opportunities to expand and deepen Fidelity relationships.
The Expertise and Skills You Bring
  • Bachelor's degree preferred
  • 5+ years of experience in investment sales, wealth management, or financial planning
  • Series 7 & 66 preferred; Series 7 & 63 required, with the ability to acquire 65/66 within 90 days of hire
  • Proven success developing and managing relationships with high-net-worth clients while driving business growth and asset acquisition
  • Strong knowledge of investment products and services, including brokerage, insurance, wealth 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

The Team
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 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.

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