Benefits and Planning Consultant - Western Region

Fidelity Investments • OR Work From Home Pacific, WA

2d • $66,000 - $125,000

About The Position

The Benefits and Planning Consultant partners with Executive Planning Consultants and works exclusively with executives participating in Fidelity’s Executive Services offering through their employer. The role focuses on understanding executives’ financial needs, deepening client relationships, supporting acquisition of new executives, and providing benefits education and financial planning advice. The consultant develops an understanding of retail brokerage, workplace-sponsored savings plans, and equity compensation to provide holistic value to executives.

The Executive Services team serves as a single point of contact for workplace plan executives, incorporating benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

This position is part of Fidelity’s phased transition to a full-time onsite working model. Onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position. The base salary range is $66,000–$125,000 per year; placement depends on responsibilities, scope, location, relevant experience, and other factors. The total compensation package may also include bonus or other variable compensation, subject to position and eligibility requirements.

Requirements

• Series 7 license required.
• Series 66 required; it may be obtained within a defined period after hire.
• Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
• Ability to consult with clients while delivering highly personalized value to executives.
• Ability to provide education and advice in appropriate situations.
• Strong track record of success in relationship management and a priority on customer satisfaction.

Nice To Haves

• Four-year college degree preferred.
• Industry designations such as Certified Financial Planner (CFP) and Certified Equity Professional are highly encouraged.
• Understanding of the financial planning process and the complex needs of highly compensated executives.
• Knowledge of retail brokerage, workplace-sponsored savings plans, and equity compensation.

Responsibilities

• Provide benefits education and financial planning advice to a growing base of executives.
• Partner with multiple Executive Planning Consultants to implement a structured client contact strategy and conduct guidance preparation discussions with clients.
• Support business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant.
• Ensure calls, paperwork, policies, and procedures for customer requests comply with applicable requirements.
• Identify opportunities to improve relationships and the client experience, and recommend actions to address longer-term needs.
• Resolve complex client issues or escalate them to the appropriate channel and deliver problem resolution.
• Present offerings and provide elevated assistance to executives, board members, and plan sponsors across brokerage, insurance, money management, estate planning, financial planning, and retirement planning.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.
• Potential bonus or other variable compensation, depending on position and eligibility.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed