Benefits and Planning Consultant

🔥 0 minutes ago

🏄 California, Colorado – Remote

🏄 California – Remote ⛰️ Colorado – Remote

💵 $66k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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Fidelity Investments

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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 • Understand and address the complex financial planning needs of highly compensated executives • Provide benefits education and financial planning advice • Implement a structured client contact strategy • Conduct guidance preparation discussions with clients • Identify potential new business and deepen existing relationships • Develop segmented marketing initiatives with Executive Planning Consultants • Serve as a quality-control expert for calls, paperwork, policies, and customer-request procedures • Recommend actions to improve relationships and the client experience • Resolve or escalate complex client issues and deliver problem resolution • Present and provide elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning

🎯 Requirements

• Series 7 required • Series 66 required, though it 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 highly encouraged • Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Demonstrated success in relationship management • Ability to consult with clients and deliver highly personalized value to executives • Must be eligible to work without Fidelity immigration sponsorship • 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 for career development • Bonus or other variable compensation may be included depending on position and eligibility

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