LogoFresh Jobs Ahead
Fidelity Investments
Fidelity Investments
B2BB2CFinance
Fidelity Investments is a diversified financial services company serving individual investors, employers, advisors, and institutions. Its business includes investment management, mutual funds, retirement planning, wealth management, brokerage and trading platforms, and institutional services. The company combines consumer-facing financial products with business-to-business offerings that support workplace benefits, professional advisors, and institutional clients, creating opportunities to contribute across finance, technology, operations, and client service.
LinkedIn
Company Jobs

Executive Planning Consultant I - Remote

Remote financial planning role serving Fidelity Workplace Investing executives and benefit plan clients. Provides tailored guidance across wealth planning, retirement, benefits, investments, and related financial goals.

USUnited States
$79,000 – $153,000 / year
RemoteFull-timeMiddleSeniorEnglish RequiredConsultant

Description

  • Develop and strengthen relationships with executives and management leaders at Workplace benefit plan clients
  • Partner with clients to create comprehensive wealth planning strategies tailored to their needs
  • Assist with advanced executive planning in collaboration with Vice President Executive Planning Consultants
  • Work closely with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates
  • Expand existing relationships and support engagement with new executives
  • Ensure a smooth, coordinated client experience
  • Refer executives with substantial assets or complex planning needs to Vice President Executive Planning Consultants
  • Deliver financial planning and guidance to Fidelity Workplace Investing executive clients
  • Address college funding, savings objectives, early retirement, and other wealth planning priorities
  • Integrate executive benefits and plan provisions into each client’s financial planning process
  • Explain the potential financial impact of changes to executive benefits
  • Apply product expertise and provide financial planning, advice, and guidance aligned with clients’ goals

Requirements

  • Series 7 and Series 66 licenses are required
  • An insurance license is required, or must be obtained within six months of hire
  • Bachelor’s degree or equivalent experience is preferred
  • CFP designation is encouraged
  • CEP designation is encouraged
  • Experience serving executives and working with employee benefit plans
  • Ability to assess individual financial situations and recommend suitable solutions
  • Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
  • Ability to use Fidelity planning, guidance, and service technologies
  • Ability to meet complex regulatory requirements associated with required licenses
  • Excellent written, verbal, and interpersonal communication skills
  • Outstanding presentation skills in individual and group settings
  • Strategic judgment and the ability to influence executive decisions
  • Strong practice management and execution capabilities
  • Ability to introduce investment strategies and identify opportunities to consolidate additional assets
  • Commitment to delivering an exceptional customer experience
  • Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
  • Ability to engage executives personally and build lasting relationships
  • Ability to integrate executive benefits and unique plan provisions into financial planning
  • Ability to deliver client-focused financial planning advice and guidance
  • Understanding of corporate culture and executive needs
  • Ability to travel up to 25% as needed
  • Fidelity does not provide immigration sponsorship for this position

Benefits

  • Comprehensive health care coverage
  • Support for emotional well-being
  • Competitive retirement benefits
  • Generous paid time off
  • Parental leave
  • Employee charitable donation matching program
  • Educational assistance, including student loan repayment
  • Tuition reimbursement
  • Career development and learning resources
  • Bonus or other variable compensation may apply based on position and eligibility
  • Resources and support from collaborative colleagues
  • Fully remote work arrangement for positions designated as fully remote

Related Jobs