Executive Planning Consultant I

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Offer financial planning and advisory services to executives of Fidelity’s Workplace Investing clients.

• Establish, nurture, and enhance relationships with executives and management leaders from workplace benefit plan clients.

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

• Assist with less complex planning requirements, including college funding, savings strategies, and early retirement planning.

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

• Refer executives with higher asset levels or more complex planning needs to Vice President, Executive Planning Consultants.

• Cultivate and strengthen executive relationships through ongoing advice and mentorship.

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

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

• Build and expand a portfolio of business through referrals, seminars, and workplace-sponsored events.

• Identify, pursue, and follow up on opportunities to accumulate additional client assets.

• Demonstrate Fidelity's products and services to cater to executive requirements and enhance client engagement and conversion.

• Develop a thorough understanding of client companies’ cultures, executive populations, and benefit plans.

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

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

• Willingness to travel up to 25% as required.

⛳️ Requirements

• Series 7 and 66 licenses are mandatory.

• Insurance license is required or the ability to obtain one within 6 months of employment.

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

• CFP (Certified Financial Planner) designation is encouraged.

• CEP (Certified Equity Professional) designation is encouraged.

• Experience working with executives and their employee benefit plans.

• Proven ability to understand clients’ distinct financial situations and suggest suitable solutions.

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

• Capability to incorporate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements.

• Excellent written, verbal, and interpersonal communication skills.

• Outstanding presentation abilities in both individual and group environments.

• Strategic mindset with the capability to influence executive decision-making.

• Strong skills in practice, territory, and project management with a history of effective execution.

• Willingness to travel up to 25% as necessary.

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

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Industry-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Employee matching program for charitable contributions.

• Educational assistance, including student loan repayment support.

• Tuition reimbursement.

• Access to learning resources to further your career.

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