Executive Wealth Planner I

Fidelity Investments Inc.; Phoenix (AZ); In loco; USD 95.000 - 140.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments is seeking 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.

As an EPC I, you will build and deepen relationships with executives, support with routine planning needs (college funding, retirement planning), collaborate with senior planners,

Competenze

• Series 7 and 66 licenses are 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.
• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.
• Excellent written, verbal, and interpersonal communication skills.
• Exceptional presentation skills in one-on-one and group settings.
• Travel up to 25% as needed.

Mansioni

• Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients.
• Build, maintain, and deepen relationships with executives of Workplace benefit plan clients.
• Serve as a primary financial planning resource and deliver tailored wealth planning solutions.
• Collaborate with Managing Directors, Benefits Planning Consultants, and other Executive Services professionals.
• Refer executives with higher asset levels to VP Executive Planning Consultants for advanced needs.

Conoscenze

Series 7

Series 66

Insurance license

Bachelor’s degree

CFP encouraged

CEP encouraged

Executive clients

Communication skills

Regulatory navigation

Formazione

Bachelor’s degree

Descrizione del lavoro

Fidelity Investments is seeking 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.

As an EPC I, you will build and deepen relationships with executives, support with routine planning needs (college funding, retirement planning), collaborate with senior planners,