Executive Wealth Planner for Workplace Clients

Fidelity Investments Inc.; United States; Remote; USD 95,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. seeks an Executive Planning Consultant I to provide financial planning and guidance to Workplace Investing executive clients within Fidelity’s Personal Investing unit.

You will leverage your planning expertise and relationship management skills to deliver tailored wealth planning solutions. You will build and deepen relationships with executives, supporting college funding, retirement planning, and investment strategies while collaborating with a team of Managing

Qualifications

• Series 7 and 66 licenses required.
• Insurance license required or within 6 months of hire.
• Bachelor’s degree or equivalent experience preferred.
• CFP and CEP designations encouraged.
• Experience with executives and employee benefit plans.
• Strong knowledge of brokerage, insurance, investment and retirement planning.
• Ability to navigate regulatory and licensing requirements.
• Excellent written, verbal, and interpersonal communication.
• Travel up to 25% as needed.

Responsibilities

• Provide financial planning and guidance to Fidelity’s executive clients.
• Build, maintain and deepen relationships with Workplace benefit plan executives.
• Collaborate with Managing Directors, Benefits Planning Consultants and other team members.
• Refer more sophisticated cases to senior planners when asset levels warrant.
• Deliver wealth planning solutions tailored to executives’ needs and goals.

Skills

Series 7/66

Insurance license

Executive relationships

Communication

Presentation

Strategic thinking

Time management

Regulatory knowledge

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments Inc. seeks an Executive Planning Consultant I to provide financial planning and guidance to Workplace Investing executive clients within Fidelity’s Personal Investing unit.

You will leverage your planning expertise and relationship management skills to deliver tailored wealth planning solutions. You will build and deepen relationships with executives, supporting college funding, retirement planning, and investment strategies while collaborating with a team of Managing