Executive Planning Consultant I

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

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

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

• Act as a key financial planning resource for executives typically holding $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 in Executive Services.

• Partner with the Vice President and Executive Planning Consultants to refer executives with higher asset levels or more advanced planning needs.

• Manage and strengthen executive relationships through continuous guidance and mentorship.

• Provide financial planning, retirement income strategies, investment advice, and product recommendations.

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

• Develop and expand a book of business through referrals, seminars, and workplace-sponsored events.

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

• Demonstrate Fidelity products and services to fulfill executive needs and enhance client engagement and conversion.

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

• 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 must be obtained within 6 months of hire.

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

• CFP (Certified Financial Planner) designation is encouraged.

• CEP (Certified Equity Professional) designation is encouraged.

• Experience in working with executives and employee benefit plans is essential.

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

• Strong understanding of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.

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

• Excellent written, verbal, and interpersonal communication abilities.

• Outstanding presentation skills in both one-on-one and group environments.

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

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

• Willingness to travel up to 25% as necessary.

• Fidelity will not provide immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Learning resources to advance your career.

• Full-time remote work arrangement for fully remote positions.