Executive Planning Consultant I

Fidelity Investments

. Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients .

Posted 10/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $79,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and wealth management for executive clients, incorporating benefits and unique plan provisions into tailored solutions. Possesses strong communication and relationship-building skills to enhance client engagement and deliver exceptional service.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance LicenseCFP DesignationExperience With Executive Benefit Plans

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningWealth PlanningInvestment ManagementEstate PlanningRetirement PlanningBrokerage KnowledgeInsurance KnowledgeClient-Centered Financial AdviceStrategic ThinkingPractice Management

Soft Skills

Excellent Communication SkillsInterpersonal SkillsPresentation SkillsRelationship BuildingInfluencing Skills

Tools & Technologies

Fidelity Planning Technology

Certifications & Qualifications

CFPCEP

Industry Keywords

Workplace Benefit PlansExecutive ClientsFinancial Well-BeingRegulatory ComplianceCustomer Experience

About the role

Key responsibilities & impact

Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients
Co-create comprehensive wealth planning solutions tailored to executive clients’ needs
Support executives’ advanced planning needs in partnership with VP Executive Planning Consultants
Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates
Deepen client relationships and help engage new executives
Deliver a seamless client experience
Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants
Provide planning and guidance for Fidelity’s Workplace Investing executive clients
Address college planning, savings goals, early retirement planning, and other wealth planning needs
Incorporate executives’ benefits and plan provisions into the financial planning process
Explain how benefit changes could affect executives’ financial well-being
Provide product knowledge, financial planning, advice, and guidance to help executives achieve their goals

Requirements

What you’ll need

Series 7 and 66 licenses required
Insurance license required or ability to obtain within 6 months of hire
Bachelor’s degree or equivalent experience preferred
CFP (Certified Financial Planner) designation encouraged
CEP (Certified Equity Professional) designation encouraged
Experience working with executives and employee benefit plans
Ability to understand clients’ unique financial situations and recommend appropriate solutions
Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning
Ability to use Fidelity’s planning, guidance, and service technology
Ability to comply with complex regulatory obligations imposed by required licenses
Excellent written, verbal, and interpersonal communication skills
Exceptional presentation skills in one-on-one and group settings
Strategic thinking and ability to influence executive decision-making
Effective practice management and execution skills
Ability to introduce investment strategies and identify opportunities to consolidate additional assets
Commitment to outstanding customer experience
Knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Ability to engage executives through personal interactions and build relationships
Ability to incorporate executive benefits and unique plan provisions into the planning process
Ability to provide client-centered financial planning advice and guidance
Ability to understand corporate culture and executive needs
Ability to travel up to 25% as needed
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility
Tools and support from collaborative colleagues
Fully remote work model for roles designated as fully remote