Benefits and Planning Consultant

Fidelity Investments

. Cultivate relationships with executives covered by Fidelity’s Executive Services offering through their employer .

Posted 11/4/2026full-timeRemote • United StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and financial planning, with a strong focus on executive services, brokerage, and compliance. Proficient in implementing client strategies and resolving complex client issues to enhance the client experience.

Highest-signal resume keywords

Series 7Series 66Certified Financial PlannerCertified Equity ProfessionalRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBenefits EducationEquity CompensationRetirement PlanningEstate PlanningBrokerage KnowledgeInsurance KnowledgeMoney ManagementClient Contact StrategyProblem Resolution

Soft Skills

CommunicationRelationship BuildingProblem SolvingClient Experience ImprovementCollaboration

Certifications & Qualifications

Series 7Series 66Certified Financial PlannerCertified Equity Professional

Industry Keywords

Retail BrokerageWorkplace-Sponsored Savings PlansExecutive ServicesCompliance RequirementsRegulatory Requirements

About the role

Key responsibilities & impact

Cultivate relationships with executives covered by Fidelity’s Executive Services offering through their employer
Partner with Executive Planning Consultants and work exclusively with plan participants
Deepen relationships and help acquire new executives
Develop understanding of retail brokerage, workplace-sponsored savings plans, and equity compensation
Provide benefits education and financial planning advice to executives
Implement a structured client contact strategy
Conduct guidance preparation discussions with clients
Identify potential new business and deepen existing relationships
Develop segmented marketing initiatives with the Executive Planning Consultant
Ensure calls, paperwork, policies, and procedures for customer requests comply with requirements
Recommend actions to improve relationships and the client experience
Resolve or escalate complex client issues and deliver problem resolution
Present benefits and planning offerings to executives, board members, and plan sponsors

Requirements

What you’ll need

Series 7 required
Series 66 required, or 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 highly encouraged
Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Track record of success in relationship management
Fidelity will not provide immigration sponsorship for this position
Must meet applicable regulatory and compliance requirements, including considerations related to certain criminal histories