Executive Planning Consultant I

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

📋 Description

• Deliver financial planning and advisory services to Fidelity’s Workplace Investing executive clientele.

• Establish, nurture, and enhance relationships with executives and management leaders of Workplace benefit plan clients.

• Act as the primary financial planning resource for executives with typically $3 million or less in combined workplace and retail assets.

• Provide tailored financial planning, retirement income strategies, investment recommendations, and product advice for executive clients.

• Integrate executive benefits and plan provisions into holistic financial plans.

• Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, Executive Services professionals, and Vice President Executive Planning Consultants.

• Direct executives with higher asset levels or more complex planning requirements to the appropriate partners.

• Develop and expand a client portfolio through referrals, seminars, and workplace-sponsored events.

• Identify and pursue opportunities for accumulating additional client assets.

• Showcase Fidelity products and services to enhance client engagement and conversion.

• Gain insights into client companies’ cultures, executive demographics, and benefit frameworks.

• Assist clients in understanding the financial implications of benefit modifications.

• Address executives’ immediate and long-term needs through client-focused advice, planning, and guidance.

⛳️ Requirements

• Series 7 and 66 licenses are mandatory.

• An insurance license is required or the ability to acquire one within 6 months of employment.

• A bachelor’s degree or equivalent experience is preferred.

• CFP (Certified Financial Planner) designation is highly encouraged.

• CEP (Certified Equity Professional) designation is also encouraged.

• Previous experience working with executives and employee benefit plans is essential.

• Ability to comprehend clients’ distinct financial situations and recommend suitable solutions.

• Strong knowledge in brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.

• Capability to integrate Fidelity’s planning, guidance, and service technology while navigating intricate regulatory and licensing frameworks.

• Exceptional written, verbal, and interpersonal communication abilities.

• Outstanding presentation skills in both individual and group settings.

• Strategic thinking and the capacity to influence executive decision-making.

• Strong practice, territory, and project management skills with effective execution capabilities.

• Willingness to travel up to 25% as necessary.

• Must meet relevant regulatory, licensing, and criminal-history eligibility standards.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Supportive colleagues and resources provided by Fidelity.

• Opportunity to engage with Fidelity’s financial products and services.

• Professional environment focused on relationship-building and client guidance.