Executive Planning Consultant I

This is a fully remote position, open to applicants in California, +12 more states.

📋 Description

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

• Collaborate to design thorough wealth planning solutions tailored to the specific needs of executive clients.

• Act as a primary financial planning resource for executives typically possessing $1 million or less in combined workplace and retail assets.

• Assist with planning requirements such as college funding, savings objectives, and early retirement strategies.

• Partner with VP Executive Planning Consultants on advanced planning requirements.

• Work alongside Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services personnel.

• Engage with new executives and strengthen existing relationships.

• Integrate executives' benefits and distinctive plan provisions into the planning approach.

• Offer client-focused advice and guidance utilizing Fidelity’s products and financial planning resources.

• Gain insights into companies’ corporate cultures and the specific needs of executives.

• Refer executives with higher asset levels or more complex planning requirements to VP Executive Planning Consultants.

• Ensure a smooth client experience within Fidelity’s Investor Services business unit.

⛳️ Requirements

• Series 7 and 66 licenses are mandatory.

• Insurance license is required or must be obtained within 6 months of hiring.

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

• CFP (Certified Financial Planner) designation is encouraged.

• CEP (Certified Equity Professional) designation is encouraged.

• Experience with executives and employee benefit plans is essential.

• Proven ability to comprehend clients’ unique financial circumstances and suggest suitable solutions.

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

• Capability to utilize Fidelity’s planning, guidance, and service technology while adhering to complex regulatory requirements imposed by necessary licenses.

• Excellent written, verbal, and interpersonal communication skills.

• Outstanding presentation abilities in both individual and group contexts.

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

• Effective practice management and execution skills.

• Ability to introduce executives to a variety of investment strategies and recognize opportunities to consolidate additional assets.

• Dedicated to providing an exceptional customer experience.

• Possess coachable, collaborative, and inquisitive qualities.

• Willingness to travel up to 25% as required.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off.

• Parental leave.

• Charitable giving employee matching program.

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

• Access to learning resources for career development.