Benefits and Planning Consultant

🔥 14 hours 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 • Develop understanding of retail brokerage, workplace-sponsored savings plans, and equity compensation • Provide benefits education and financial planning advice to executives • 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 • Ensure calls, paperwork, policies, and procedures comply with customer-request and compliance requirements • Recommend actions to improve relationships and the client experience • Resolve or escalate complex client issues and deliver problem resolution • Serve workplace plan executives as a point of contact for benefits and plan provisions related to financial 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 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 • Ability to provide education and advice in appropriate situations • Ability to comply with financial-services laws, regulations, policies, and procedures • Must meet applicable hiring and association 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 • Student loan repayment • Tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility • Fully remote roles are not subject to the onsite working model transition