... retail partners, you will deliver high-quality one-on-one consultations covering retirement ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
2 Fidelity Retail Sales Jobs Hiring Near You
... retail partners, you will deliver high-quality one-on-one consultations covering retirement ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... retail partners, you will deliver high-quality one-on-one consultations covering retirement ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... retail partners, you will deliver high-quality one-on-one consultations covering retirement ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
Fidelity Jobs Information
Do workers at Fidelity Investments get paid breaks?
Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
Does Fidelity Investments pay people when they’re sick?
Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
At Fidelity Investments, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
88% of people say they have to use vacation days when they’re out sick.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
Is the health insurance from Fidelity Investments affordable enough for their workers?
Most people say the health insurance costs are okay.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get paid time off at Fidelity Investments?
Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 121 people who took the Breakroom Quiz between August 2025 and August 2026.
98% of people say they get paid time off.
Based on data from 121 people who took the Breakroom Quiz between August 2025 and August 2026.
How far ahead of time do people find out their work schedule?
Only some people find out their schedule four weeks ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
- 15% of people with changing schedules find out their shifts one week or less ahead of time.
- 15% of people with changing schedules find out their shifts two weeks ahead of time.
- 12% of people with changing schedules find out their shifts three weeks ahead of time.
- 59% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
Do workers at Fidelity Investments worry about hours?
Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
Do Fidelity Investments workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it for Fidelity Investments workers to change shifts?
Some people find it hard to change shifts.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to get time off at Fidelity Investments?
Most people find it easy to get time off.
85% of people report it’s easy to get time off.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
85% of people report it’s easy to get time off.
Based on data from 111 people who took the Breakroom Quiz between August 2025 and August 2026.
Do Fidelity Investments managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
Do jobs at Fidelity Investments spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to take sick days at Fidelity Investments?
Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
Is a Fidelity Investments job good for students?
Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
Is working at Fidelity Investments good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
Do people at Fidelity Investments feel treated with respect by their managers?
Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 114 people who took the Breakroom Quiz between August 2025 and August 2026.
90% of people say they’re treated with respect by their managers.
Based on data from 114 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments get to take their breaks without interruption?
Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
99% of people report that they get to take their breaks without interruption.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
Is it stressful to work at Fidelity Investments?
Most people feel stressed here.
69% of people say they often feel stressed at work.
Based on data from 112 people who took the Breakroom Quiz between August 2025 and August 2026.
69% of people say they often feel stressed at work.
Based on data from 112 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments enjoy their jobs?
Most people enjoy their job.
71% of people report they enjoy their job.
Based on data from 103 people who took the Breakroom Quiz between August 2025 and August 2026.
71% of people report they enjoy their job.
Based on data from 103 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people at Fidelity Investments recommend working with their team?
Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 122 people who took the Breakroom Quiz between August 2025 and August 2026.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 122 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get enough training when they start at Fidelity Investments?
Most people got enough training when they started.
85% of people report they got enough training when they started working here.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
85% of people report they got enough training when they started working here.
Based on data from 117 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get support to advance at Fidelity Investments?
Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 108 people who took the Breakroom Quiz between August 2025 and August 2026.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 108 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people think Fidelity Investments’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 96 people who took the Breakroom Quiz between August 2025 and August 2026.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 96 people who took the Breakroom Quiz between August 2025 and August 2026.
Do workers feel well informed about how Fidelity Investments is doing?
Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 109 people who took the Breakroom Quiz between August 2025 and August 2026.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 109 people who took the Breakroom Quiz between August 2025 and August 2026.
What are the most popular jobs at Fidelity?
What are the most popular categories at Fidelity?
Full-time
Retirement
Posted 7 days ago
Fidelity Investments rating
8.7
Based on 272 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.
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