Benefits and Planning Consultant

Fidelity Investments

. Cultivate relationships with executives covered by the 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 financial planning, brokerage, and insurance, with a strong focus on relationship management and personalized client consultation for executives. Proficient in navigating regulatory compliance and enhancing client experiences through structured strategies.

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

Brokerage KnowledgeInsurance KnowledgeMoney ManagementEstate PlanningRetirement Planning

Soft Skills

Client ConsultationProblem ResolutionRelationship Building

Certifications & Qualifications

Series 7Series 66Certified Financial PlannerCertified Equity Professional

Industry Keywords

Executive ServicesClient ExperienceRegulatory ComplianceFinancial AdviceMarketing Initiatives

About the role

Key responsibilities & impact

Cultivate relationships with executives covered by the Executive Services offering through their employer
Partner with Executive Planning Consultants and work exclusively with plan participants
Deepen relationships and help acquire new executives
Provide benefits education and financial planning advice to executives
Implement a structured client contact strategy and conduct guidance preparation discussions
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 elevated assistance for brokerage, insurance, money management, estate planning, financial planning, and retirement planning

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
Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Strong relationship management track record
Ability to consult with clients and deliver highly personalized value to executives
Ability to provide education and advice in appropriate situations
Must satisfy applicable regulatory and compliance requirements
Fidelity will not provide immigration sponsorship for this position