Fidelity Investments
This position can be based anywhere in CA, WA, or AZ. #remote
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
The Purpose of Your Role
As a Benefits & Planning Consultant, 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
The Value You Deliver
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.
Series 07 – FINRA, Series 66 – FINRA
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at .
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling 800-835-5099, prompt 2, option 2.