Executive Planning Consultant I - Remote
About The Position
The Executive Planning Consultant (EPC) builds, maintains, and deepens relationships with executives and management leaders at Workplace benefit plan clients. The role uses financial planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executives’ needs. As a primary financial planning resource, the EPC supports executives who typically have $1 million or less in combined workplace and retail assets, with needs such as college planning, savings goals, and early retirement planning. The EPC partners with Vice President Executive Planning Consultants and a broader wealth management team to support advanced planning needs and deliver a seamless client experience. The role helps executives understand how workplace benefits and plan provisions affect their financial well-being, provides client-centered advice and guidance, and identifies opportunities to consolidate additional assets. The EPC works within Fidelity’s Investor Services business unit and supports Fidelity Workplace Investing executive clients. Travel may be required up to 25% as needed.
Requirements
- Series 7 and Series 66 licenses are required.
- An insurance license is required, or the ability to obtain one within six months of hire.
- Experience working with executives and employee benefit plans.
- Ability to understand clients’ financial situations and recommend appropriate solutions.
- Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.
- Ability to assist clients using Fidelity’s planning, guidance, and service technology while meeting regulatory obligations imposed by required licenses.
- Excellent written, verbal, and interpersonal communication skills.
- Exceptional presentation skills in one-on-one and group settings.
- Strategic thinking and ability to influence executive decision-making.
- Effective practice management and execution skills.
- Ability to engage executives through personal interactions and build relationships.
- Commitment to delivering an outstanding customer experience and helping others thrive.
- Coachable, collaborative, and curious approach.
Nice To Haves
- Bachelor’s degree or equivalent experience preferred.
- Certified Financial Planner (CFP) designation encouraged.
- Certified Equity Professional (CEP) designation encouraged.
Responsibilities
- Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients.
- Co-create comprehensive wealth planning solutions tailored to executive clients’ needs.
- Provide financial planning support for executives, including college planning, savings goals, and early retirement planning.
- Partner with VP Executive Planning Consultants and cross-company colleagues to support executives’ planning needs.
- Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants.
- Incorporate executives’ benefits and unique plan provisions into the financial planning process.
- Provide client-centered advice and guidance using Fidelity’s products, planning resources, and technology.
- Develop an understanding of clients’ corporate cultures and executive needs, including how benefit changes may affect their financial well-being.
- Introduce executives to investment strategies and identify opportunities to consolidate additional assets.
- Travel up to 25% as needed.
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 and tuition reimbursement.
- Learning resources to develop your career.
- Potential bonus or other variable compensation, depending on position and eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
