Benefits and Planning Consultant

Fidelity Investments

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

Posted 11/11/2026full-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, 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 Planning ExpertiseClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBrokerage KnowledgeInsurance KnowledgeMoney ManagementEstate PlanningRetirement PlanningCompliance StandardsProblem-SolvingClient Needs AssessmentBusiness Development

Soft Skills

Attention to DetailCollaborationClient EngagementRelationship BuildingCommunication

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseCertified Financial PlannerCertified Equity Professional

Industry Keywords

FINRAERISASecurities LawsInvestment RegulationsState Laws

About the role

Key responsibilities & impact

Build trusted relationships with executives and understand their unique financial needs
Partner with Executive Planning Consultants to support executives throughout their financial planning journey
Deliver personalized financial guidance and deepen client relationships
Identify opportunities for 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
Provide benefits education and financial planning guidance to a growing base of executives
Implement a structured client contact strategy in partnership with multiple Executive Planning Consultants
Present offerings to executives, board members, and plan sponsors
Provide elevated assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning

Requirements

What you’ll need

Series 7 and Series 66 licensed 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 effectively collaborate with clients while delivering highly personalized support to executives
Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Experience 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
Proven problem-solving skills to resolve complex client issues
Ability to support business development and client engagement initiatives
Fidelity will not provide immigration sponsorship for this position
Must comply with applicable securities, investment, retirement, ERISA, state laws, FINRA, and self-regulatory organization requirements
Certification requirements include Series 07 and Series 66 - FINRA