[Hiring] Executive Planning Consultant I @Fidelity Investments

Role Description

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. In this role, you will leverage your planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs.

• Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients.
• Serve as a primary financial planning resource for executives with $3 million or less in combined workplace and retail assets.
• Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning.
• Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals to deliver a seamless client experience.
• Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs.

Qualifications

• Series 7 and 66 licenses required.
• Insurance license required or ability to obtain within 6 months of hire.
• Bachelor’s degree or equivalent experience preferred.
• CFP (Certified Financial Planner) designation encouraged.
• CEP (Certified Equity Professional) designation encouraged.
• 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 integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements.
• 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.
• Strong practice, territory, and project management skills with a track record of effective execution.

Requirements

• Manage and deepen relationships with executives, providing ongoing guidance and mentorship.
• Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients.
• Incorporate executive benefits and plan provisions into comprehensive financial plans.
• Build and grow a book of business through referrals, seminars, and workplace-sponsored events.
• Identify, pursue, and follow up on opportunities to gather additional client assets.
• Demonstrate Fidelity products and services to meet executive needs and drive client engagement and conversion.
• Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes.
• Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance.
• Travel up to 25% as needed.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• 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.