Executive Planning Consultant I

This is a fully remote position, open to applicants in United States.

📋 Description

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

• Collaborate to develop all-encompassing wealth planning solutions tailored specifically to the needs of executive clients.

• Assist executives with advanced planning requirements in collaboration with VP Executive Planning Consultants.

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

• Strengthen client relationships and aid in engaging new executives.

• Ensure a seamless experience for clients.

• Direct executives with higher asset levels or advanced planning needs to Vice President Executive Planning Consultants.

• Offer planning and guidance for Fidelity’s Workplace Investing executive clientele.

• Address concerns related to college planning, savings objectives, early retirement planning, and other wealth management needs.

• Integrate executives’ benefits and plan provisions into the financial planning framework.

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

• Deliver product knowledge, financial planning expertise, advice, and guidance to assist executives in reaching their goals.

⛳️ Requirements

• Possession of Series 7 and 66 licenses is mandatory.

• An 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 highly encouraged.

• CEP (Certified Equity Professional) designation is also encouraged.

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

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

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

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

• Ability to adhere to complex regulatory requirements associated with necessary licenses.

• Excellent written, verbal, and interpersonal communication abilities.

• Outstanding presentation skills in both individual and group settings.

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

• Proficient practice management and execution abilities.

• Capability to introduce investment strategies and identify opportunities for asset consolidation.

• Dedication to providing an exceptional customer experience.

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

• Ability to engage executives through personal interactions and cultivate relationships.

• Proficiency in incorporating executive benefits and unique plan provisions into the planning process.

• Ability to deliver client-centered financial planning advice and guidance.

• Understanding of corporate culture and executive needs.

• Willingness to travel up to 25% as required.

• Fidelity will not provide immigration sponsorship for this position.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Industry-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Charitable giving employee match program.

• Educational assistance, including student loan repayment.

• Tuition reimbursement.

• Learning resources available to advance your career.

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

• Access to tools and support from collaborative colleagues.

• Fully remote work model for positions designated as fully remote.