Executive Planning Consultant I - Remote

Fidelity Investments • MA Work From Home, MA

6d • $79,000 - $153,000 • Remote

About The Position

The Executive Planning Consultant (EPC) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning. You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

Requirements

• Series 7 and 66 licenses required
• Insurance license required or ability to obtain within 6 months of hire
• Experience working with executives and employee benefit plans
• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions
• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses
• Excellent written, verbal, and interpersonal communication skills
• Exceptional presentation skills in both one-on-one and group settings
• Strategic thinking with the ability to influence executive decision-making
• Effective practice management and execution skills
• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
• Coachable, collaborative, and curious attributes
• Effectively engage executives through personal interactions, reflecting interpersonal communication and relationship building skills
• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business
• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance
• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being.

Nice To Haves

• Bachelor’s degree or equivalent experience preferred
• CFP (Certified Financial Planner) designation encouraged
• CEP (Certified Equity Professional) designation encouraged

Responsibilities

• Building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients.
• Leveraging planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs.
• Addressing planning needs such as college planning, savings goals and early retirement planning.
• Partnering with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs.
• Being an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates.
• Deepening relationships and helping engage new executives.
• Assisting clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses.
• Influencing executive decision-making.
• Introducing executives to a range of investment strategies while identifying opportunities to consolidate additional assets.
• Delivering an outstanding customer experience with a passion for seeing others thrive.
• Effectively engaging executives through personal interactions, reflecting interpersonal communication and relationship building skills.
• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business.
• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance.
• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being.

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: Senior
• Education Level: Associate degree