Benefits and Planning Consultant

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Assist executives throughout their financial planning journey.

• Provide personalized guidance and strengthen client relationships.

• Recognize opportunities for growth.

• Support specific client engagement initiatives.

• Ensure that client interactions and documentation comply with standards.

• Proactively address complex client needs to deliver an outstanding client experience.

• Collaborate closely with Executive Planning Consultants.

• Integrate workplace plan benefits and provisions into the planning process.

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

• Offer enhanced support for brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

• Provide benefits education and financial planning guidance to an expanding base of executives.

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

⛳️ Requirements

• Possess Series 7 & 66 licenses and appropriate state registrations, OR the ability to obtain Series 66 upon hiring.

• A Bachelor’s degree is preferred.

• Certification as a Financial Planner and Certified Equity Professionals are highly encouraged.

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

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

• Demonstrated success in building and strengthening relationships with high-earning executives.

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

• Experience in identifying client needs and recommending solutions to support long-term objectives.

• Proven problem-solving abilities to effectively resolve complex client issues.

• Capability to support business development and client engagement initiatives.

• Must not have criminal history restrictions that would impede hiring or association under applicable laws and regulations.

• Please note that Fidelity will not provide immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement plans.

• Generous paid time off.

• Parental leave.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

• Tuition reimbursement program to assist in acquiring Certified Financial Planner and Certified Equity Professionals certifications.