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 clients involved in Workplace benefit plans.

• Collaborate to create comprehensive wealth planning solutions that cater to the specific needs of executive clients.

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

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

• Partner with VP Executive Planning Consultants to address the advanced planning requirements of executives.

• Work together with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other associates in executive services.

• Engage new executives while strengthening existing relationships.

• Ensure a seamless client experience.

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

• Provide planning and advisory services for Fidelity’s Workplace Investing executive clientele.

• Clarify how changes in benefits may affect the financial well-being of executives.

• Introduce investment strategies and identify opportunities for consolidating additional assets.

⛳️ Requirements

• Series 7 and 66 licenses are mandatory.

• An insurance license is required or the ability to obtain one within six 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 necessary.

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

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

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

• Excellent written, verbal, and interpersonal communication skills.

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

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

• Effective practice management and execution capabilities.

• Ability to introduce investment strategies to executives while identifying opportunities for asset consolidation.

• A strong commitment to delivering an exceptional customer experience.

• In-depth knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.

• Proficient at engaging executives through personal interactions and relationship-building techniques.

• Ability to incorporate executives’ benefits and distinct plan provisions into the planning process.

• Capacity to offer client-focused financial planning advice and guidance.

• Understanding of corporate culture and the specific needs of executives.

• Willingness to travel up to 25% as required.

• Fidelity will not provide immigration sponsorship for this role.

• Subject to applicable regulatory and criminal-history hiring restrictions.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement plan.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Access to learning resources to advance your career.

• Bonus or other variable compensation, depending on the position and eligibility.