Executive Planning Consultant I

🔥 15 hours ago

🇺🇸 United States – 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 • Support executives’ advanced planning needs in partnership with VP Executive Planning Consultants • Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates • Deepen client relationships and help engage new executives • 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 • Address college planning, savings goals, early retirement planning, and other wealth planning needs • Incorporate executives’ benefits and plan provisions into the financial planning process • Explain how benefit changes could affect executives’ financial well-being • Provide product knowledge, financial planning, advice, and guidance to help executives achieve their goals

🎯 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 use Fidelity’s planning, guidance, and service technology • Ability to comply 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 and ability to influence executive decision-making • Effective practice management and execution skills • Ability to introduce investment strategies and identify opportunities to consolidate additional assets • Commitment to outstanding customer experience • Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Ability to engage executives through personal interactions and build relationships • Ability to incorporate executive 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 • Ability to 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 • Tools and support from collaborative colleagues • Fully remote work model for roles designated as fully remote