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
About the Role
You will partner with Executive Planning Consultants to serve workplace-plan executives. You will provide benefits education and financial planning advice, prepare and conduct client guidance discussions, develop client-contact strategies and marketing initiatives, identify new business, ensure compliance with policies and procedures, and resolve or escalate complex client issues.
Requirements
- Series 7 and 66 licenses, with Series 66 obtainable within a defined period after hire
- Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
- Client consulting and relationship management skills
- Knowledge of retail brokerage, workplace-sponsored savings plans, and equity compensation
Responsibilities
- Provide benefits education and financial planning advice to executives
- Implement client-contact strategies with Executive Planning Consultants
- Conduct guidance preparation discussions with clients
- Identify new business and deepen existing relationships
- Develop segmented marketing initiatives
- 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
- Student loan repayment
- Tuition reimbursement
- Learning resources