Benefits and Planning Consultant - Northern California/Colorado
About The Position
The Benefits and Planning Consultant works with executives participating in Fidelity’s Executive Services offering through their employer. The consultant partners with Executive Planning Consultants and works exclusively with plan participants, building relationships and helping executives understand their financial benefits and planning needs. The role requires an understanding of the financial planning process and the complex needs of highly compensated executives, as well as familiarity with retail brokerage, workplace-sponsored savings plans, and equity compensation. The consultant provides benefits education and financial planning advice, conducts guidance preparation discussions, and contributes to business development by identifying potential new business, strengthening existing relationships, and developing segmented marketing initiatives. The role also supports compliance and service quality by ensuring customer requests follow applicable policies and procedures, resolving or escalating complex client issues, and identifying ways to improve long-term relationships and the client experience. The Executive Services team serves as a point of contact for workplace plan executives, incorporates benefit and plan provisions into planning, 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. Fidelity is transitioning toward full-time onsite work through a phased regional and role-based rollout; onsite expectations vary and may evolve. The position is listed for Northern California/Colorado. Fidelity will not provide immigration sponsorship.
Requirements
- Series 7 license required.
- Series 66 required, but 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 and deliver personalized value to executives.
- Strong relationship-management track record and commitment to customer satisfaction.
- Ability to provide education and advice in appropriate situations.
Nice To Haves
- Four-year college degree preferred.
- Industry designations such as Certified Financial Planner or Certified Equity Professional are highly encouraged.
Responsibilities
- Partner with Executive Planning Consultants and work exclusively with plan participants.
- Build and deepen relationships with executives and help acquire new executives.
- Provide benefits education and financial planning advice to executives.
- Implement a structured client contact strategy and conduct guidance preparation discussions with clients.
- Identify potential new business, deepen existing relationships, and develop segmented marketing initiatives with Executive Planning Consultants.
- 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.
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.
- Tuition reimbursement program to help obtain industry designations.
- Depending on position and eligibility, bonus or other variable compensation may be included.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
