Executive Planning Consultant I

🕒 Outubro 9

🌵 Arizona – Remoto

🌵 Arizona – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

👻 Score fantasma 13%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients • Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients • Serve as a primary financial planning resource for executives with typically $3 million or less in combined workplace and retail assets • Deliver financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients • Incorporate executive benefits and plan provisions into comprehensive financial plans • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, Executive Services professionals, and Vice President Executive Planning Consultants • Refer executives with higher asset levels or more sophisticated planning needs to appropriate partners • Build and grow a book of business through referrals, seminars, and workplace-sponsored events • Identify and pursue opportunities to gather additional client assets • Demonstrate Fidelity products and services to drive client engagement and conversion • Develop understanding of client companies’ cultures, executive populations, and benefit plans • Help clients understand the financial impact of benefit changes • Meet executives’ immediate and long-term needs through client-centered advice, planning, and guidance

🎯 Requisitos

• Series 7 and 66 licenses required • Insurance license required or ability to obtain within 6 months of hire • Bachelor’s degree or equivalent experience preferred • CFP (Certified Financial Planner) designation encouraged • CEP (Certified Equity Professional) designation encouraged • Experience working with executives and employee benefit plans • Ability to understand clients’ unique financial situations and recommend appropriate solutions • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning • Ability to integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements • Excellent written, verbal, and interpersonal communication skills • Exceptional presentation skills in one-on-one and group settings • Strategic thinking and ability to influence executive decision-making • Strong practice, territory, and project management skills with effective execution • Ability to travel up to 25% as needed • Must meet applicable regulatory, licensing, and criminal-history eligibility requirements • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefícios

• Supportive colleagues and tools provided by Fidelity • Opportunity to work with Fidelity’s financial products and services • Professional relationship-building and client guidance environment

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo