Executive Planning Consultant I

🔥 0 minutes ago

🏄 California, Oregon, +1 more states – Remote

🏄 California – Remote 🌲 Oregon – 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

• 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 • Support less complex planning needs, including college funding, savings strategies, and early retirement planning • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals • Refer executives with higher asset levels or more sophisticated planning needs to Vice President, Executive Planning Consultants • Manage and deepen executive relationships through ongoing guidance and mentorship • Deliver financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients • Incorporate executive benefits and plan provisions into comprehensive financial plans • Build and grow a book of business through referrals, seminars, and workplace-sponsored events • Identify, pursue, and follow up on opportunities to gather additional client assets • Demonstrate Fidelity products and services to meet executive needs and 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 • Travel up to 25% as needed

🎯 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 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 both one-on-one and group settings • Strategic thinking with the ability to influence executive decision-making • Strong practice, territory, and project management skills with a track record of effective execution • Travel up to 25% as needed • 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 to develop your career • Bonus or other variable compensation may be included depending on position and eligibility