Executive Planning Consultant I

🔥 1 minute ago

🏄 California, New Hampshire, +1 more states – Remote

🏄 California – Remote 🗻 New Hampshire – Remote 🌲 Oregon – Remote

💵 $79k - $153k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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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

• The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients • Leverage planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs • Responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients • Support executives who typically have $3 million or less in combined workplace and retail assets • Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning • Serve as a primary financial planning resource • Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs

🎯 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 • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning • 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.

🏖️ Benefits

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career