Benefits and Planning Consultant - Northeast

Fidelity Investments • MA Work From Home, MA

30d • $66,000 - $125,000 • Onsite

About The Position

As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience. The Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors. It also provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning. As your knowledge and planning skills grow, you provide benefits education and financial planning guidance to a growing base of executives. In partnership with multiple Executive Planning Consultants, you implement a structured client contact strategy.

Requirements

• Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Proven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations.
• Demonstrated success in building and deepening relationships with highly compensated executives.
• Strong attention to detail with a focus on compliance, quality, and accuracy.
• Experience identifying client needs and recommending solutions to support long-term goals.
• Proven problem-solving skills with the ability to resolve complex client issues effectively.
• Ability to support business development and client engagement initiatives.

Nice To Haves

• Bachelor’s degree preferred
• Certified Financial Planner and Certified Equity Professionals are highly encouraged.

Responsibilities

• Support executives throughout their financial planning journey.
• Deliver personalized guidance.
• Deepen client relationships.
• Identify opportunities for growth.
• Support targeted client engagement initiatives.
• Ensure all client interactions and documentation meet compliance standards.
• Proactively address complex client needs to deliver an exceptional client experience.
• Provide benefits education and financial planning guidance to a growing base of executives.
• Implement a structured client contact strategy in partnership with multiple Executive Planning Consultants.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree