Benefits and Planning Consultant

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Build relationships with executives engaged with Fidelity's Executive Services program.

• Collaborate with Executive Planning Consultants to work directly with plan participants.

• Enhance client relationships and assist in acquiring new executives.

• Gain insights into retail brokerage, workplace-sponsored savings plans, and equity compensation.

• Offer benefits education and financial planning guidance to executives.

• Implement a systematic client contact strategy.

• Facilitate guidance preparation discussions with clients.

• Identify opportunities for new business and strengthen existing relationships.

• Create targeted marketing initiatives alongside Executive Planning Consultants.

• Ensure that calls, documentation, policies, and procedures meet customer requests and compliance standards.

• Suggest improvements to enhance relationships and the overall client experience.

• Address or escalate complex client issues and provide solutions.

• Act as a primary contact for workplace plan executives regarding benefits and financial planning provisions.

⛳️ Requirements

• Series 7 and Series 66 licenses are mandatory; Series 66 may be acquired within a specified timeframe after hiring.

• A 4-year college degree is preferred.

• Industry certifications such as Certified Financial Planner and Certified Equity Professionals are highly recommended.

• Strong understanding of brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

• Proven track record in relationship management.

• Capability to consult with clients and provide highly personalized value to executives.

• Proficiency in delivering education and advice in relevant situations.

• Ability to adhere to financial-services laws, regulations, policies, and procedures.

• Must satisfy applicable hiring and association criteria related to specific criminal histories.

🏝️ Benefits

• Comprehensive health insurance coverage.

• Support for emotional well-being.

• Leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Employee matching program for charitable contributions.

• Educational support.

• Student loan repayment assistance.

• Tuition reimbursement.

• Access to resources for career development.

• Bonus or other variable compensation may be available depending on the position and eligibility.

• Fully remote positions are not impacted by onsite working model transitions.