Executive Planning Consultant I

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🕒 il y a 7 jours

🏄 California, New Hampshire, +1 états de plus – Distant

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

💵 $79 000 - $153 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

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Fidelity Investments

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1946

💸 Finance

🤝 B2B

👥 B2C

💰 €2 000 000 Series unknown en 2024-03

Finance • B2B • B2C

Fidelity Investments est une société américaine de services financiers diversifiés à l'échelle mondiale, dédiée à aider les clients individuels et institutionnels à atteindre leurs objectifs financiers. L'entreprise est renommée pour sa gestion d'investissements (y compris les fonds communs de placement et la gestion d'actifs), ses services de retraite et de gestion de patrimoine, ses plateformes de courtage et de trading, ainsi que ses services aux clients institutionnels. Fidelity propose des produits orientés vers les consommateurs pour les investisseurs particuliers ainsi que des services B2B pour les employeurs, conseillers et institutions; le texte fourni sur le site mentionne également les pratiques standard de confidentialité/cookies sur le web et des restrictions d'utilisation transfrontalières.

Description

• The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients • Leverage planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs • Responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients • Support executives who typically have $3 million or less in combined workplace and retail assets • Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning • Serve as a primary financial planning resource • Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs

🎯 Exigences

• 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 • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning • 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.

🏖️ Avantages

• 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