Benefits and Planning Consultant

This is a fully remote position, open to applicants in District of Columbia, +9 more locations.

📋 Description

• Establish trustworthy relationships with executives and comprehend their specific financial requirements.

• Collaborate with Executive Planning Consultants to assist executives throughout their financial planning processes.

• Provide tailored financial guidance while strengthening client relationships.

• Recognize and capitalize on opportunities for growth.

• Support focused client engagement initiatives.

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

• Proactively address intricate client needs to ensure an outstanding client experience.

• Offer benefits education and financial planning advice to an expanding group of executives.

• Implement a structured client contact strategy in collaboration with various Executive Planning Consultants.

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

• Deliver advanced assistance in brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

⛳️ Requirements

• Must possess Series 7 and Series 66 licenses along with relevant state registrations, or the ability to obtain Series 66 upon hiring.

• 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 offering highly personalized support to executives.

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

• Experience in developing and enhancing relationships with highly compensated executives.

• Strong attention to detail with an emphasis on compliance, quality, and accuracy.

• Proven ability to identify client needs and recommend solutions for their long-term goals.

• Demonstrated problem-solving skills to address complex client issues.

• Capability to support business development and client engagement initiatives.

• Note that Fidelity will not provide immigration sponsorship for this role.

• Must adhere to applicable securities, investment, retirement, ERISA, state laws, FINRA, and self-regulatory organization requirements.

• Certification prerequisites include Series 07 and Series 66 - FINRA.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Learning resources to foster career development.

• Potential for bonuses or other variable compensation, depending on the position and eligibility.

• Fully remote roles are exempt from the transition to full-time onsite work.