Executive Planning Consultant I

🔥 14 hours ago

🏄 California, Colorado, +11 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote ☕ Washington – Remote

💵 $79k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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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, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients • Co-create comprehensive wealth planning solutions tailored to executive clients’ needs • Serve as a primary financial planning resource for executives with typically $1 million or less in combined workplace and retail assets • Support planning needs including college planning, savings goals, and early retirement planning • Partner with VP Executive Planning Consultants on executives’ advanced planning needs • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates • Engage new executives and deepen existing relationships • Deliver a seamless client experience • Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants • Provide planning and guidance for Fidelity’s Workplace Investing executive clients • Explain how benefit changes could impact executives’ financial well-being • Introduce investment strategies and identify opportunities to consolidate additional assets

🎯 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 • Demonstrated 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 assist clients while incorporating Fidelity’s planning, guidance and service technology and complying with complex regulatory obligations imposed by required licenses • Excellent written, verbal, and interpersonal communication skills • Exceptional presentation skills in one-on-one and group settings • Strategic thinking with the ability to influence executive decision-making • Effective practice management and execution skills • Ability to introduce executives to investment strategies while identifying opportunities to consolidate additional assets • Passion for delivering an outstanding customer experience • Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Ability to engage executives through personal interactions and relationship building • Ability to incorporate executives’ benefits and unique plan provisions into the planning process • Ability to provide client-centered financial planning advice and guidance • Ability to understand corporate culture and executive needs • Travel up to 25% as needed • Fidelity will not provide immigration sponsorship for this position • Subject to applicable regulatory and criminal-history hiring restrictions

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement • 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 • Bonus or other variable compensation, depending on position and eligibility