Executive Planning Consultant I: Executive Wealth Strategy

Fidelity Investments Inc.; Phoenix (AZ); Remote; USD 90,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. seeks an Executive Planning Consultant I (EPC I) to provide financial planning and guidance to Workplace Investing executive clients.

You will build and deepen relationships with executives, focusing on less complex planning needs such as college funding and retirement planning. You will collaborate with a team of Managing Directors, Benefits Planning Consultants, and Benefits Relationship Managers, travel up to 25% as needed, and leverage Fidelity’s planning technology

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 designation encouraged.
• CEP 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.
• 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.

Responsibilities

• Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients.
• Build, maintain and deepen relationships with executives and management leaders of Workplace benefit plan clients.
• Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and others.
• Refer executives with higher asset levels to more advanced planning resources.
• Travel up to 25% as needed.

Skills

Series 7 & 66 licenses

Insurance license

Communication skills

Relationship management

Financial planning

Education

Bachelor’s degree or equivalent experience

CFP designation encouraged

CEP designation encouraged

Job description

Fidelity Investments Inc. seeks an Executive Planning Consultant I (EPC I) to provide financial planning and guidance to Workplace Investing executive clients.

You will build and deepen relationships with executives, focusing on less complex planning needs such as college funding and retirement planning. You will collaborate with a team of Managing Directors, Benefits Planning Consultants, and Benefits Relationship Managers, travel up to 25% as needed, and leverage Fidelity’s planning technology