Benefits and Planning Consultant
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Job Description
Benefits and Planning Consultant at Fidelity, supporting executives with personalized financial planning and benefits education. Building client relationships, ensuring compliance, and identifying growth opportunities.
Responsibilities:
- Build trusted relationships with executives and understand their unique financial needs
- Partner with Executive Planning Consultants to support executives throughout their financial planning journey
- Deliver personalized financial guidance and deepen client relationships
- Identify opportunities for growth
- Support targeted client engagement initiatives
- Ensure client interactions and documentation meet compliance standards
- Proactively address complex client needs and deliver an exceptional client experience
- Provide benefits education and financial planning guidance to a growing base of executives
- Implement a structured client contact strategy in partnership with multiple Executive Planning Consultants
- Present offerings to executives, board members, and plan sponsors
- Provide elevated assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Requirements:
- Series 7 and Series 66 licensed and appropriate state registrations, or ability to acquire Series 66 upon hire
- Bachelor’s degree preferred
- Certified Financial Planner and Certified Equity Professionals certifications highly encouraged
- Ability to effectively collaborate with clients while delivering highly personalized support to executives
- Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
- Experience building and deepening relationships with highly compensated executives
- Strong attention to detail with focus on compliance, quality, and accuracy
- Experience identifying client needs and recommending solutions for long-term goals
- Proven problem-solving skills to resolve complex client issues
- Ability to support business development and client engagement initiatives
- Fidelity will not provide immigration sponsorship for this position
- Must comply with applicable securities, investment, retirement, ERISA, state laws, FINRA, and self-regulatory organization requirements
- Certification requirements include Series 07 and Series 66 - FINRA
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 develop your career
- Potential bonus or other variable compensation, depending on position and eligibility
- Fully remote roles are excluded from the transition to full-time onsite work
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