Executive Planning Consultant I - Remote

Summary

Fidelity is a provider of investment management, retirement planning, brokerage, benefits outsourcing, and other financial products and services. The Executive Planning Consultant I delivers comprehensive financial planning and guidance to workplace investing executive clients, focusing on less complex needs and clients with up to $3 million in combined assets. The role builds and deepens executive relationships, provides tailored wealth planning recommendations, and collaborates with internal teams to support client needs.

Responsibilities

• Manage and deepen relationships with executives, providing ongoing guidance and mentorship
• Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients
• Incorporate executive benefits and plan provisions into comprehensive financial plans
• Build and grow 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 meet executive needs and drive client engagement and conversion
• Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes
• Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance
• Travel up to 25% as needed

Skills

• Series 7 and 66 licenses required
• Insurance license required or ability to obtain within 6 months of hire
• Experience working with executives and employee benefit plans
• Demonstrated ability to understand clients' unique financial situations and recommend appropriate solutions
• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
• Ability to integrate Fidelity's planning, guidance, and service technology while navigating complex regulatory and licensing requirements
• Excellent written, verbal, and interpersonal communication skills
• Exceptional presentation skills in both one-on-one and group settings
• Strategic thinking with the ability to influence executive decision-making
• Strong practice, territory, and project management skills with a track record of effective execution
• Travel up to 25% as needed
• Bachelor's degree or equivalent experience preferred
• CFP (Certified Financial Planner) designation encouraged
• CEP (Certified Equity Professional) designation encouraged

Qualifications

Must Haves

• Series 7 and 66 licenses required
• Insurance license required or ability to obtain within 6 months of hire
• Experience working with executives and employee benefit plans
• Demonstrated ability to understand clients' unique financial situations and recommend appropriate solutions
• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
• Ability to integrate Fidelity's planning, guidance, and service technology while navigating complex regulatory and licensing requirements
• Excellent written, verbal, and interpersonal communication skills
• Exceptional presentation skills in both one-on-one and group settings
• Strategic thinking with the ability to influence executive decision-making
• Strong practice, territory, and project management skills with a track record of effective execution
• Travel up to 25% as needed

Nice to Haves

• Bachelor's degree or equivalent experience preferred
• CFP (Certified Financial Planner) designation encouraged
• CEP (Certified Equity Professional) designation encouraged

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career