Benefits and Planning Consultant

🔥 4 minutes ago

🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $66k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Cultivate relationships with executives covered by Fidelity's Executive Services offering • Partner with Executive Planning Consultants and work exclusively with plan participants • Deepen client relationships and help acquire new executives • Provide benefits education and financial planning advice to executives • Implement a structured client contact strategy and conduct guidance preparation discussions • Identify potential new business and deepen existing relationships • Develop segmented marketing initiatives with the Executive Planning Consultant • Ensure calls, paperwork, policies, and procedures comply with customer-service and regulatory requirements • Recommend actions to improve relationships and the client experience • Resolve or escalate complex client issues and deliver problem resolution • Present elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning

🎯 Requirements

• Series 7 and Series 66 are required; Series 66 may be obtained within a defined period of time from hire • 4-year college degree preferred • Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged • Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Strong relationship management track record • Fidelity will not provide immigration sponsorship for this position • Must comply with applicable securities, investment, retirement, ERISA, state, FINRA, and other regulatory requirements • Subject to restrictions related to certain criminal histories

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment • Tuition reimbursement • Learning resources to develop your career