Benefits and Planning Consultant

🔥 6 minutes ago

🦌 Connecticut, Maine, +5 more states – Remote

🦌 Connecticut – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ⚓ Rhode Island – Remote

💵 $66k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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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

• Support executives throughout their financial planning journey • Deliver personalized financial guidance and deepen client relationships • Partner closely with Executive Planning Consultants • Identify opportunities for growth • Support targeted client engagement initiatives • Ensure client interactions and documentation meet compliance standards • Proactively address complex client needs • Incorporate executives' benefit and plan provisions into the planning process • Present offerings to executives, board members, and plan sponsors • Provide elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Implement a structured client contact strategy with multiple Executive Planning Consultants • Provide benefits education and financial planning guidance to executives

🎯 Requirements

• Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire • Bachelor's degree preferred • Certified Financial Planner and Certified Equity Professionals certifications highly encouraged • Ability to effectively collaborate with clients while delivering highly personalized support to executives • Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Ability to provide education and advice in appropriate situations • Demonstrated success building and deepening relationships with highly compensated executives • Strong attention to detail with focus on compliance, quality, and accuracy • Experience identifying client needs and recommending solutions for long-term goals • Problem-solving skills to resolve complex client issues • Ability to support business development and client engagement initiatives • Must work in one of the listed states: New Hampshire, Maine, New Jersey, Delaware, Rhode Island, New York, Massachusetts, or Connecticut • Fidelity will not provide immigration sponsorship for this position

🏖️ 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 • Student loan repayment • Tuition reimbursement • Learning resources for career development • Bonus or other variable compensation may be included depending on position and eligibility

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