Fidelity Investments
Work From Home
+ 1 other location
As a Benefits & Planning Consultant, client interactions are more than transactions—they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience.
Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Bachelor’s degree preferred
Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you acquire them.
The ability to effectively collaborate with your clients while delivering highly personalized support to executives
Proven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations.
Demonstrated success in building and deepening relationships with highly compensated executives.
Strong attention to detail with a focus on compliance, quality, and accuracy.
Experience identifying client needs and recommending solutions to support long-term goals.
Proven problem-solving skills with the ability to resolve complex client issues effectively.
Ability to support business development and client engagement initiatives.
The Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors. It also provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning.
As your knowledge and planning skills grow, you provide benefits education and financial planning guidance to a growing base of executives. In partnership with multiple Executive Planning Consultants, you implement a structured client contact strategy.
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.
The base salary range for this position is $66,000-125,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Series 07 - FINRA, Series 66 - FINRA
Relationship Management