Benefits and Planning Consultant

Fidelity Investments

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

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 financial planning, relationship management, and compliance with regulatory requirements. Capable of delivering personalized financial advice and cultivating executive-level client relationships.

Highest-signal resume keywords

Series 7Series 66Certified Financial PlannerRelationship ManagementFinancial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningRetirement PlanningInsurance KnowledgeBrokerage KnowledgeMoney ManagementClient ConsultationProblem ResolutionQuality ControlMarketing Initiatives

Soft Skills

Relationship BuildingCommunicationClient EducationProblem SolvingConsultative Selling

Certifications & Qualifications

Series 7Series 66Certified Financial PlannerCertified Equity Professional

Industry Keywords

Executive ServicesERISA ComplianceFINRA ComplianceInvestment RegulationsClient Experience

About the role

Key responsibilities & impact

Cultivate relationships with executives covered by Fidelity’s Executive Services offering
Partner with Executive Planning Consultants and work exclusively with plan participants
Understand and address the complex financial planning needs of highly compensated executives
Provide benefits education and financial planning advice
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 Executive Planning Consultants
Serve as a quality-control expert for calls, paperwork, policies, and customer-request procedures
Recommend actions to improve relationships and the client experience
Resolve or escalate complex client issues and deliver problem resolution
Present and provide elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning

Requirements

What you’ll need

Series 7 required
Series 66 required, though it 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
Demonstrated success in relationship management
Ability to consult with clients and deliver highly personalized value to executives
Must be eligible to work without Fidelity immigration sponsorship
Must comply with applicable securities, investment, retirement, ERISA, state, FINRA, and other regulatory requirements
Subject to restrictions related to certain criminal histories