Executive Planning Consultant I

🔥 1 minute ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 10%

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

• Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients • Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients • Serve as a primary financial planning resource for executives with typically $3 million or less in combined workplace and retail assets • Deliver financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients • Incorporate executive benefits and plan provisions into comprehensive financial plans • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, Executive Services professionals, and Vice President Executive Planning Consultants • Refer executives with higher asset levels or more sophisticated planning needs to appropriate partners • Build and grow a book of business through referrals, seminars, and workplace-sponsored events • Identify and pursue opportunities to gather additional client assets • Demonstrate Fidelity products and services to drive client engagement and conversion • Develop understanding of client companies’ cultures, executive populations, and benefit plans • Help clients understand the financial impact of benefit changes • Meet executives’ immediate and long-term needs through client-centered advice, planning, and guidance

🎯 Requirements

• Series 7 and 66 licenses required • Insurance license required or ability to obtain within 6 months of hire • Bachelor’s degree or equivalent experience preferred • CFP (Certified Financial Planner) designation encouraged • CEP (Certified Equity Professional) designation encouraged • Experience working with executives and employee benefit plans • Ability to understand clients’ unique financial situations and recommend appropriate solutions • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning • Ability to integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements • Excellent written, verbal, and interpersonal communication skills • Exceptional presentation skills in one-on-one and group settings • Strategic thinking and ability to influence executive decision-making • Strong practice, territory, and project management skills with effective execution • Ability to travel up to 25% as needed • Must meet applicable regulatory, licensing, and criminal-history eligibility requirements • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Supportive colleagues and tools provided by Fidelity • Opportunity to work with Fidelity’s financial products and services • Professional relationship-building and client guidance environment