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Retirement Planner Jobs in Arizona (NOW HIRING)

Empower

Retirement Consultant

Gilbert, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tempe, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tempe, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Phoenix, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tucson, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Gilbert, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Phoenix, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Chandler, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Tucson, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Empower

Retirement Consultant

Chandler Heights, AZ · On-site +1

$55K - $76K/yr

As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth ... Educate our customers on information specific to their retirement plan, comparing options to best ...

Pinal County

Planner

Florence, AZ · Hybrid

$53K - $83K/yr

An excellent retirement plan with significant employer contributions. If you answered "yes" to ... Application Tips JOB SUMMARY Review and process rezoning, planned area developments, comprehensive ...

Pinal County, AZ

Planner

Florence, AZ · On-site

$53K - $83K/yr

An excellent retirement plan with significant employer contributions? If you answered "yes" to ... Financial Health and Retirement Planning Events Onsite & Online * Fitness Resources and Onsite ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/yr

... to retirement, education, insurance, estate, business succession, philanthropic, and other financial planning services that are delivered to our clients. Responsibilities * This position interacts ...

Pinal County

Planner, Senior

Florence, AZ · Hybrid

$62K - $96K/yr

... Retirement Planning Events Onsite & Online Fitness Resources and Onsite Sessions Like Yoga and Tai Chi Retirement Plans with Generous Employer Contributions - Guaranteed Lifetime Benefit. Variety of ...

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Retirement Planner information

See Arizona salary details

$32.1K

$61.2K

$89K

How much do retirement planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for retirement planner in Arizona is $61,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,300.00 and $69,000.00 per year, depending on experience, location, and employer.

What does a retirement planner do?

A Retirement Planner helps individuals and families prepare for financial security in retirement by assessing savings, investments, and future income needs. They create personalized retirement plans, recommend investment strategies, and account for factors like inflation, taxes, and healthcare costs. Retirement Planners may also assist with Social Security planning and employer-sponsored retirement plans. Their goal is to ensure clients have enough resources to maintain their desired lifestyle after they stop working.

What are the key skills and qualifications needed to thrive as a retirement planner?

To thrive as a Retirement Planner, you need strong analytical abilities, in-depth knowledge of retirement planning strategies, and typically a background in finance or related certifications such as CFP (Certified Financial Planner). Proficiency with financial planning software, client management systems, and investment analysis tools is often required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial topics in simple terms help candidates excel in this role. These qualifications are essential for building trust with clients and delivering tailored retirement solutions that meet their long-term financial goals.

What are the most common challenges retirement planners face in their daily work?

Retirement Planners often encounter challenges such as navigating constantly changing tax laws, market conditions, and evolving client needs or expectations. Balancing numerous client portfolios requires strong organizational skills and attention to detail to ensure that recommendations remain up-to-date and compliant with regulations. Additionally, building long-term relationships with clients can be demanding, as it involves ongoing communication, education, and reassurance during periods of financial uncertainty. Overcoming these challenges is key to helping clients achieve peace of mind and a secure retirement.

How do you become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Many retirement planners obtain certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing exams, and gaining relevant work experience. Licensing requirements vary by region but often include registration with financial regulatory authorities.

What are popular job titles related to Retirement Planner jobs in Arizona?

For Retirement Planner jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Retirement Planner jobs in Arizona look for?

The top searched job categories for Retirement Planner jobs in Arizona are:

What cities in Arizona are hiring for Retirement Planner jobs?

Cities in Arizona with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, 2% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,227 per year, or $29.4 per hour.

Director, Retirement Planner - Phoenix, AZ

Fidelity Investments

Phoenix, AZ • On-site

Full-time

Retirement

Posted 6 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

16th of 150 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.

What Fidelity Investments employees say

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