Benefits and Planning Consultant

This is a fully remote position, open to applicants in Connecticut, +6 more states.

📋 Description

• Provide support to executives throughout their financial planning journey.

• Offer personalized financial guidance and enhance client relationships.

• Collaborate closely with Executive Planning Consultants.

• Identify growth opportunities.

• Assist in targeted client engagement initiatives.

• Ensure that client interactions and documentation adhere to compliance standards.

• Proactively address complex client needs.

• Integrate executives' benefits and plan provisions into the planning process.

• Present offerings to executives, board members, and plan sponsors.

• Deliver elevated support across brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

• Execute a structured client contact strategy with multiple Executive Planning Consultants.

• Educate executives on benefits and provide financial planning guidance.

⛳️ Requirements

• Must possess Series 7 and Series 66 licenses and relevant state registrations, or be able to obtain Series 66 upon hire.

• A bachelor's degree is preferred.

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

• Ability to effectively collaborate with clients while providing personalized support to executives.

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

• Capability to provide education and advice in suitable scenarios.

• Proven success in building and enhancing relationships with highly compensated executives.

• Strong attention to detail with a focus on compliance, quality, and accuracy.

• Experience in identifying client needs and recommending solutions for long-term goals.

• Problem-solving skills to address complex client issues.

• Ability to support business development and client engagement initiatives.

• Must reside in one of the following states: New Hampshire, Maine, New Jersey, Delaware, Rhode Island, New York, Massachusetts, or Connecticut.

• 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.

• Student loan repayment.

• Tuition reimbursement.

• Learning resources for career development.

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