Benefits and Planning Consultant

🔥 18 hours ago

🏛️ District of Columbia, Florida, +8 more states – Remote

🏛️ District of Columbia – Remote 🐊 Florida – Remote 🐎 Kentucky – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote ⚔️ Virginia – Remote 🍑 Georgia – Remote

💵 $66k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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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

• Build trusted relationships with executives and understand their unique financial needs • Partner with Executive Planning Consultants to support executives throughout their financial planning journey • Deliver personalized financial guidance and deepen client relationships • Identify opportunities for growth • Support targeted client engagement initiatives • Ensure client interactions and documentation meet compliance standards • Proactively address complex client needs and deliver an exceptional client experience • Provide benefits education and financial planning guidance to a growing base of executives • Implement a structured client contact strategy in partnership with multiple Executive Planning Consultants • Present offerings to executives, board members, and plan sponsors • Provide elevated assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning

🎯 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 • Experience 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 • Proven problem-solving skills to resolve complex client issues • Ability to support business development and client engagement initiatives • Fidelity will not provide immigration sponsorship for this position • Must comply with applicable securities, investment, retirement, ERISA, state laws, FINRA, and self-regulatory organization requirements • Certification requirements include Series 07 and Series 66 - FINRA

🏖️ 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 • Potential bonus or other variable compensation, depending on position and eligibility • Fully remote roles are excluded from the transition to full-time onsite work

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