Note: Fidelity will not provide immigration sponsorship for this position. 

The Role 

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.  Serving as a primary financial planning resource, you will support executives who typically have $1 million or less in combined workplace and retail assets. 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.   

The Expertise and Skills You Bring 

• 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 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 

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning 

• Coachable, collaborative, and curious are your "go-to" attributes 

• Effectively engage executives through personal interactions, reflecting your 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 

• Travel up to 25% as needed 

The Team 

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies. 

 
The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services business unit. We are 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. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.