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Fidelity Investments
Benefits And Planning Consultant
Remote · United States · Full time · Mid level
$66k–$125k / year
About the role
Partner with Executive Planning Consultants to provide financial planning and benefits advice to executives. Deepen client relationships and support business development.
What you’ll do
• Consult with clients delivering personalized value to executives. • Provide education and advice on financial planning and benefits. • Implement client contact strategies with Executive Planning Consultants. • Identify new business and deepen existing relationships. • Ensure compliance with policies and resolve client issues.
What you’ll bring
• Series 7 and 66 required; 66 can be obtained after hire. • 4-year college degree preferred. • Knowledge of brokerage, insurance, money management, estate planning. • Strong relationship management and customer satisfaction skills. • Industry designations like CFP encouraged.
Life at Fidelity Investments
Offers comprehensive health care, retirement plans, paid time off, parental leave, and educational assistance. Supports career development and well-being.
About Fidelity Investments
Fidelity Investments provides financial services including brokerage, retirement, and wealth management solutions.