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.
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, develop comprehensive wealth-planning solutions, and provide financial planning guidance. You will support advanced planning needs, introduce investment strategies, incorporate benefits and plan provisions into planning, and travel as needed.
Requirements
- Series 7 and Series 66 licenses
- Insurance license or ability to obtain one within six months of hire
- Experience working with executives and employee benefit plans
- Knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
- Ability to recommend appropriate solutions based on clients' financial situations
- Presentation, communication, relationship-building, practice-management, and execution skills
Responsibilities
- Build, maintain, and deepen executive-client relationships
- Create comprehensive wealth-planning solutions
- Support executives with financial planning and guidance
- Partner with senior planning consultants on advanced planning needs
- Introduce investment strategies and identify asset-consolidation opportunities
- Incorporate executive benefits and plan provisions into planning
- Provide client-centered advice and guidance
- 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