Executive Planning Consultant I

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🔥 1 minute ago

🏄 California, New Hampshire, +1 more states – Remote

🏄 California – Remote 🗻 New Hampshire – Remote 🌲 Oregon – Remote

💵 $79k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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skillventory - A Leading Talent Research Firm

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2008

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Skillventory is a leading talent research firm and consultancy based in Central India, specializing in staffing and recruitment services across the country. Established in 2008, it has effectively assisted over 20,000 job seekers and provides a wide range of HR solutions, including executive search, recruitment process outsourcing (RPO), skill mapping, and integrated HR services. With a presence in six major Indian cities, Skillventory caters to various industries, combining data analytics with expertise in diverse fields such as banking, finance, IT, and healthcare to offer customized and efficient recruitment solutions.

📋 Description

• provide financial planning and guidance to Fidelity’s Workplace Investing executive clients • leverage planning expertise and relationship management skills to deliver comprehensive wealth planning solutions • build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients • serve as a primary financial planning resource to support executives with $3 million or less in combined workplace and retail assets focusing on less complex planning needs • partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies • help deliver a seamless client experience as an integral member of a collaborative team that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals

🎯 Requirements

• 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 • Demonstrated 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 both one-on-one and group settings • Strategic thinking with the ability to influence executive decision-making • Strong practice, territory, and project management skills with a track record of effective execution • Manage and deepen relationships with executives, providing ongoing guidance and mentorship • Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients • Incorporate executive benefits and plan provisions into comprehensive financial plans • Build and grow a book of business through referrals, seminars, and workplace-sponsored events • Identify, pursue, and follow up on opportunities to gather additional client assets • Demonstrate Fidelity products and services to meet executive needs and drive client engagement and conversion • Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes • Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance • Travel up to 25% as needed

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career