Executive Planning Consultant I
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.
Maintainer signals as of 9/25/2026
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 build and deepen relationships with executive clients and develop wealth-planning solutions for their financial needs. You will partner with senior planning consultants, incorporate benefit-plan provisions into planning, provide investment guidance, identify asset-consolidation opportunities, and travel as needed.
Requirements
- Series 7 license
- Series 66 license
- Insurance license or ability to obtain one within six months
- Experience working with executives and employee benefit plans
- Knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
- Presentation skills
- Relationship management
- Practice management
- Bachelor’s degree or equivalent experience preferred
- CFP designation encouraged
- CEP designation encouraged
- No immigration sponsorship
Responsibilities
- Build, maintain, and deepen executive client relationships
- Develop tailored wealth-planning solutions
- Support advanced planning needs with senior planning consultants
- Introduce investment strategies and identify asset-consolidation opportunities
- Incorporate benefits and plan provisions into financial planning
- Provide client-centered financial planning advice and guidance
- Develop understanding of corporate cultures and executive needs
- Travel up to 25% as needed
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