Executive Planning Consultant I - Remote

The Executive Planning Consultant (EPC) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients' needs. Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients; Co-create comprehensive wealth planning solutions tailored to executive clients' needs, including college planning, savings goals and early retirement planning; Partner with VP Executive Planning Consultants to support executives' advanced planning needs; Work as an integral part of a cross-company team with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates; Help deliver a seamless client experience; Refer executives with higher asset levels or more sophisticated planning needs to VP Executive Planning Consultants; Meet the immediate and future needs of executives by providing financial planning skills and client-centered advice; Help engage new executives

Requirements

Series 7 and Series 66 licenses required (must be obtained and maintained as a condition of employment); 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 assist clients while incorporating Fidelity's planning, guidance and service technology; Excellent written, verbal, and interpersonal communication skills; Exceptional presentation skills in one-on-one and group settings; Strategic thinking with the ability to influence executive decision-making; Effective practice management and execution skills; Ability to introduce executives to a range of investment strategies while identifying opportunities to consolidate additional assets; Committed to delivering an outstanding customer experience; Coachable, collaborative, and curious; Effectively engage executives through personal interactions and relationship building; Incorporate executives' benefits and unique plan provisions into the planning process; Develop an understanding of a company's corporate culture and executive needs; Travel up to 25% as needed

Nice to have

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

Benefits

Comprehensive health care coverage and emotional well-being support; Market-leading retirement benefits; Generous paid time off and parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources; Bonus or other variable compensation may be included depending on the position and eligibility