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Benefits & Planning Consultant, Executive Services - Work From Home

Company: Fidelity Investments
Location: San Gabriel
Posted on: January 7, 2022

Job Description:

Job Description:

The Benefits & Planning Consultant role can be based in any of the metro areas in the following states: CA, OR, or WA. #remote #Executive Services

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise Were Looking For

* Series 7 & 66 are required 66 may be obtained within a defined period of time from hire * 4-year college degree preferred * Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant , you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

* You can effectively consult with your clients while delivering highly personalized value to executives * You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning * You provide education as well as advice in appropriate situations. * Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

* As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

* Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients * You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant * You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements. * You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs * You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.


Series 07 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at ( .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations ( , or by calling 800-835-5099, prompt 2, option 2.

Safety remains Fidelitys top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.

We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Keywords: Fidelity Investments, San Gabriel , Benefits & Planning Consultant, Executive Services - Work From Home, Professions , San Gabriel, California

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