Benefits and Planning Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will partner with Executive Planning Consultants to serve plan participants and deepen executive relationships. You will provide benefits education and financial planning advice, support business development, ensure compliant client service, and resolve or escalate complex client issues.
Requirements
- Series 7 and Series 66 licenses; Series 66 may be obtained within a defined period after hire.
- Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
- Relationship management experience.
- Four-year college degree preferred.
- Certified Financial Planner and Certified Equity Professionals designations are encouraged.
Responsibilities
- Provide benefits education and financial planning advice to executives.
- Implement client contact strategies and conduct guidance preparation discussions.
- Identify new business opportunities and deepen existing client relationships.
- Develop segmented marketing initiatives with Executive Planning Consultants.
- Ensure calls, paperwork, policies, and procedures meet compliance requirements.
- Recommend actions to improve client relationships and experiences.
- Resolve or escalate complex client issues.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance.
- Student loan repayment.
- Tuition reimbursement.
- Learning resources.