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About the Role
The Executive Planning Consultant (EPC) builds, maintains, and deepens relationships with executives and management leaders of Workplace benefit plan clients. This role leverages planning expertise and relationship management skills to co-create wealth planning solutions tailored to executive clients’ needs, serving as a primary financial planning resource for executives with up to $1 million in combined workplace and retail assets. The EPC partners with VP Executive Planning Consultants and is an integral part of a cross-company team.
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.
- Serve as a primary financial planning resource for executives with up to $1 million in combined workplace and retail assets.
- Support executives with planning needs such as college planning, savings goals, and early retirement planning.
- Partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs.
- Act as an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates.
- Deepen relationships and help engage new executives by understanding the financial planning process and the needs of highly compensated executives.
- 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.
- Introduce executives to a range of investment strategies while identifying opportunities to consolidate additional assets.
- Deliver an outstanding customer experience with a passion for seeing others thrive.
- Effectively engage executives through personal interactions, reflecting interpersonal communication and relationship building skills.
- Incorporate the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business.
- Meet the immediate and future needs of executives by providing and demonstrating solid financial planning skills and a deep understanding of Fidelity’s products, while supporting the executive with client-centered advice and guidance.
- Develop an understanding of a company’s corporate culture and executive needs to make them aware of how benefit changes could impact their financial well-being.
- Travel up to 25% as needed.
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.
- Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets.
- Coachable, collaborative, and curious attributes.
- Fidelity’s business is governed by various acts and regulations which may restrict hiring individuals with certain Criminal Histories.
Skills
- Planning expertise
- Relationship management skills
- Financial planning expertise
- Understanding of the financial planning process
- Understanding of the needs of highly compensated executives
- Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
- Excellent written, verbal, and interpersonal communication skills
- Exceptional presentation skills in both one-on-one and group settings
- Strategic thinking
- Ability to influence executive decision-making
- Effective practice management and execution skills
- Deep understanding of Fidelity’s products
- Client-centered advice and guidance
- Interpersonal communication skills
- Relationship building skills
- Solid financial planning skills
- Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Location
- Onsite
Work Type
- Full-time
Experience Level
- Executive
Education Level
- Bachelor’s degree or equivalent experience preferred
- CFP (Certified Financial Planner) designation encouraged
- CEP (Certified Equity Professional) designation encouraged
Salary/Compensations
- $79,000-153,000 USD per year
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.
About the Company
- Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services.
- We believe in building relationships, not just in building sales or building our assets.
- Fidelity will not provide immigration sponsorship for this position.
Equal Opportunity
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.