Executive Planning Consultant I

This is a fully remote position, open to applicants in Oregon, +1 more state.

📋 Description

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

• Collaborate to create tailored wealth planning solutions that meet the specific needs of executive clients.

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

• Assist with college planning, savings objectives, and early retirement strategies.

• Work in partnership with VP Executive Planning Consultants to address the advanced planning needs of executives.

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

• Engage new executives and enhance existing client relationships.

• Provide planning and guidance specifically for Fidelity’s Workplace Investing executive clients.

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

• Integrate executive benefits and plan provisions into the financial planning process.

• Showcase Fidelity products and offer client-focused advice and guidance.

• Clarify how changes in benefits may impact executives’ financial health.

• Travel up to 25% as necessary.

⛳️ Requirements

• Series 7 and 66 licenses are mandatory.

• An insurance license is required or the ability to secure 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 in working with executives and employee benefit plans is essential.

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

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

• Proficient in using Fidelity’s planning, guidance, and service technology.

• Capability to adhere to complex regulatory requirements related to the necessary licenses.

• Excellent written, verbal, and interpersonal communication skills.

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

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

• Effective practice management and execution skills.

• Ability to introduce executives to investment strategies and discover opportunities for consolidating additional assets.

• Dedicated to providing an exceptional customer experience.

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

• Possess coachable, collaborative, and inquisitive traits.

• Ability to connect with executives through personal interactions and relationship development.

• Skill in integrating executive benefits and specialized plan provisions into the planning process.

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

• Understanding of corporate culture and executive requirements.

• Willingness to travel up to 25% as needed.

• Fidelity will not offer immigration sponsorship for this role.

🏝️ 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 and tuition reimbursement.

• Learning resources to advance your career.

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