Benefits and Planning Consultant

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

📋 Description

• Build and maintain relationships with executives served by the Executive Services offering through their employer.

• Collaborate with Executive Planning Consultants and focus exclusively on plan participants.

• Strengthen existing relationships and assist in acquiring new executives.

• Provide education on benefits and offer financial planning advice to executives.

• Develop and implement a structured client contact strategy and prepare for guidance discussions.

• Identify opportunities for new business and enhance current relationships.

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

• Ensure that calls, documentation, policies, and procedures for customer requests adhere to compliance standards.

• Suggest improvements to enhance client relationships and overall experience.

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

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

⛳️ Requirements

• Series 7 license is required.

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

• A bachelor's degree is preferred.

• Industry credentials such as Certified Financial Planner and Certified Equity Professional are highly recommended.

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

• A strong track record in relationship management.

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

• Ability to deliver education and advice in suitable scenarios.

• Must meet all relevant regulatory and compliance standards.

• Fidelity will not sponsor immigration for this role.

🏝️ Benefits

• Comprehensive healthcare coverage.

• Support for emotional well-being.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee matching program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Learning resources for career advancement.