Benefits and Planning Consultant

Fidelity Investments

. Build trusted relationships with executives and understand their unique financial needs .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including brokerage, insurance, money management, estate planning, and retirement planning, while building trusted relationships with executives. Proficient in compliance standards and delivering personalized financial guidance to meet complex client needs.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseCertified Financial PlannerFinancial PlanningClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningRetirement PlanningBrokerage KnowledgeInsurance KnowledgeMoney ManagementClient Needs AssessmentCompliance StandardsProblem-SolvingBusiness Development

Soft Skills

Relationship BuildingAttention to DetailCollaborationClient EngagementCommunication

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCertified Financial PlannerCertified Equity Professionals

Industry Keywords

Financial ServicesComplianceERISAInvestment RegulationsSecurities Laws

About the role

Key responsibilities & impact

Build trusted relationships with executives and understand their unique financial needs
Partner with Executive Planning Consultants throughout executives' financial planning journeys
Deliver personalized financial guidance and deepen client relationships
Identify opportunities for client and business growth
Support targeted client engagement initiatives
Ensure client interactions and documentation meet compliance standards
Proactively address complex client needs and deliver an exceptional client experience
Incorporate workplace benefit and plan provisions into the planning process
Present offerings to executives, board members, and plan sponsors
Provide elevated assistance across brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Implement a structured client contact strategy with multiple Executive Planning Consultants
Provide benefits education and financial planning guidance to a growing base of executives

Requirements

What you’ll need

Series 7 and Series 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
Bachelor's degree preferred
Certified Financial Planner and Certified Equity Professionals certifications highly encouraged
Ability to collaborate effectively with clients while delivering highly personalized support to executives
Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Success building and deepening relationships with highly compensated executives
Strong attention to detail with focus on compliance, quality, and accuracy
Experience identifying client needs and recommending solutions for long-term goals
Problem-solving skills to resolve complex client issues
Ability to support business development and client engagement initiatives
Fidelity will not provide immigration sponsorship
Subject to applicable securities, investment, retirement, ERISA, state, and self-regulatory organization laws and regulations
Certain criminal histories may restrict eligibility for employment