Executive Planning Consultant I

🔥 1 minute ago

🌲 Oregon, Washington – Remote

🌲 Oregon – Remote ☕ Washington – Remote

💵 $79k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 0%

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Fidelity Investments

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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 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 client relationships • Deliver planning and guidance for Fidelity’s Workplace Investing executive clients • Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants • Incorporate executive benefits and plan provisions into financial planning • Demonstrate Fidelity products and provide client-centered advice and guidance • Explain how benefit changes could affect executives’ financial well-being • 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 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 executives to investment strategies and identify opportunities to consolidate additional assets • Committed to delivering an outstanding customer experience • Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning • Coachable, collaborative, and curious attributes • Ability to engage executives through personal interactions and relationship building • 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 and tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility

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