Executive Wealth Planning Consultant I

Soteria Reinsurance Ltd.; Northern (KY); Ibrido; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments is seeking an Executive Planning Consultant I to provide tailored financial planning to Workplace Investing executives. You will cultivate relationships with senior leaders, deliver retirement and investment strategies, and integrate executive benefits into comprehensive plans.

You will work with a collaborative team and may refer higher-asset cases to senior colleagues, while traveling up to 25% as needed to meet clients and conduct seminars.

Competenze

• 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.
• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning.
• Ability to integrate planning technology with regulatory/licensing requirements.
• Excellent written, verbal, and interpersonal communication skills.
• Exceptional presentation skills in one-on-one and group settings.

Mansioni

• 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.
• Deliver sophisticated financial planning, retirement income, and investment strategy tailored to executive clients.
• Incorporate executive benefits into comprehensive financial plans and coordinate with other advisors.
• Grow a book of business through referrals, seminars, and workplace events.

Conoscenze

Series 7 license

Series 66 license

Insurance license

CFP designation encouraged

CEP designation encouraged

Executive client experience

Strong communication

Formazione

Bachelor's degree

Descrizione del lavoro

Fidelity Investments is seeking an Executive Planning Consultant I to provide tailored financial planning to Workplace Investing executives. You will cultivate relationships with senior leaders, deliver retirement and investment strategies, and integrate executive benefits into comprehensive plans.

You will work with a collaborative team and may refer higher-asset cases to senior colleagues, while traveling up to 25% as needed to meet clients and conduct seminars.