Benefits and Planning Consultant

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

📋 Description

• Build and maintain relationships with executives served by Fidelity’s Executive Services through their employer.

• Collaborate with Executive Planning Consultants, focusing solely on plan participants.

• Strengthen existing relationships while assisting in the acquisition of new executives.

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

• Offer benefits education and financial planning guidance to executives.

• Execute a systematic client contact strategy.

• Engage in guidance preparation discussions with clients.

• Identify opportunities for new business and enhance current relationships.

• Create targeted marketing initiatives in partnership with the Executive Planning Consultant.

• Ensure that calls, documentation, policies, and procedures related to client requests adhere to requirements.

• Propose actions to enhance client relationships and overall experience.

• Address or escalate complex client issues while ensuring effective problem resolution.

• Showcase benefits and planning solutions to executives, board members, and plan sponsors.

⛳️ Requirements

• Series 7 license is a must.

• Series 66 license is required or must be obtained within a specified timeframe after hire.

• A 4-year college degree is preferred.

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

• Proficient knowledge in brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

• Proven success in relationship management.

• Fidelity will not offer immigration sponsorship for this role.

• Must comply with applicable regulatory and compliance standards, including considerations regarding specific criminal histories.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Leading retirement benefits in the market.

• Generous paid time off.

• Parental leave policy.

• Employee match program for charitable contributions.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement opportunities.

• Learning resources available to advance your career.

• Potential for bonuses or other variable compensation based on position and eligibility.