Benefits and Planning Consultant

🔥 2 minutes ago

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – 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 the Executive Services offering through their employer • Partner with Executive Planning Consultants and work exclusively with plan participants • Deepen 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 for customer requests comply with requirements • Recommend actions to improve relationships and the client experience • Resolve or escalate complex client issues and deliver problem resolution • Present elevated assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning

🎯 Requirements

• Series 7 required • Series 66 required, or 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 • Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Strong relationship management track record • Ability to consult with clients and deliver highly personalized value to executives • Ability to provide education and advice in appropriate situations • Must satisfy applicable regulatory and compliance requirements • 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, including student loan repayment • Tuition reimbursement • Learning resources for career development

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