Benefits and Planning Consultant

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Build and maintain relationships with executives participating in Fidelity’s Executive Services offering.

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

• Identify and address the intricate financial planning needs of highly compensated executives.

• Deliver benefits education along with financial planning guidance.

• Execute a structured client contact strategy.

• Facilitate guidance preparation discussions with clients.

• Recognize potential new business opportunities and strengthen existing relationships.

• Create targeted marketing initiatives in partnership with Executive Planning Consultants.

• Act as a quality-control expert for calls, documentation, policies, and customer-request processes.

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

• Address or escalate complex client issues to ensure effective problem resolution.

• Deliver comprehensive assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

⛳️ Requirements

• Series 7 license is mandatory.

• Series 66 license is required, but it may be obtained 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 encouraged.

• Familiarity with brokerage, insurance, money management, estate planning, financial planning, and retirement planning is essential.

• Proven track record in relationship management.

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

• Must be eligible to work without Fidelity immigration sponsorship.

• Compliance with applicable securities, investment, retirement, ERISA, state, FINRA, and other regulatory requirements is necessary.

• Subject to restrictions related to specific criminal histories.

🏝️ Benefits

• Extensive health care coverage.

• Support for emotional well-being.

• Competitive retirement benefits.

• Generous paid time off policy.

• Parental leave benefits.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment options.

• Tuition reimbursement available.

• Resources for career development and learning.

• Bonus or other variable compensation may be included based on position and eligibility.