Executive Planning Consultant I - Remote

Fidelity Investments Inc.; Yuma (AZ); Remote; USD 110,000 - 160,000; Full time

Job summary

Fidelity Investments Inc. seeks an Executive Planning Consultant I to deliver tailored wealth planning for Workplace Investing executives. You will provide financial planning, build trusted relationships, and coordinate with a team of senior consultants to serve client needs.

Key qualifications include Series 7/66 and insurance licenses, with CFP/CEP encouraged. The role supports onsite work as Fidelity transitions to more in-office operations, with travel up to 25% as required.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• CFP designation encouraged.
• CEP designation encouraged.
• Series 7 and 66 licenses required.
• Insurance license required or ability to obtain within 6 months.

Responsibilities

• Provide financial planning and guidance to Fidelity’s executive clients.
• Build, maintain, and deepen relationships with Workplace benefit plan executives.
• Refer higher asset cases to senior consultants when needed.
• Collaborate with Managing Directors and Benefits Planning teams to deliver seamless service.
• Deliver comprehensive wealth planning including college funding and retirement planning.

Skills

Executive relationship management

Financial planning

Strategic thinking

Excellent communication

Regulatory compliance awareness

Education

Bachelor's degree or equivalent experience

CFP designation encouraged

CEP designation encouraged

Series 7 & 66 licenses

Insurance license required or within 6 months

Job description

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role

The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. In this role, you will leverage your planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs.

The EPC I is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. Serving as a primary financial planning resource, you will support executives who typically have $3 million or less in combined workplace and retail assets, focusing on less complex planning needs such as college funding, savings strategies, and early retirement planning.

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 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.


• 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.


• 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

The Team

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.

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications: Certified Financial Planner / CFP - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.