Benefits and Planning Consultant - Western Region

Job Description:

For you, client interactions are more than transactions.  They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others.  Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer.  At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise We’re Looking For 

• Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
• 4-year college degree preferred
• Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged.  Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants.  Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives.  Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

• You can effectively consult with your clients while delivering highly personalized value to executives
• You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • You provide education as well as advice in appropriate situations.
• Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

• As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

• Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
• You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant 
• You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements. 
• You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
• You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process.  The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.

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.

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.

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