Executive Planning Consultant I

Fidelity Investments

. Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients .

Posted 10/9/2026full-timeRemote • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment strategy, and retirement planning tailored to executive clients, while effectively managing relationships and delivering client-centered advice. Proficient in navigating regulatory requirements and utilizing Fidelity’s technology to enhance client engagement and service delivery.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance LicenseCFP DesignationExperience with Executive Benefit Plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategyRetirement PlanningEstate PlanningBrokerage KnowledgeInsurance KnowledgeClient Asset ManagementRegulatory ComplianceStrategic ThinkingProject Management

Soft Skills

Excellent Communication SkillsInterpersonal SkillsPresentation SkillsInfluencing SkillsClient-Centered Advice

Tools & Technologies

Fidelity Planning Technology

Certifications & Qualifications

CFP (Certified Financial Planner)CEP (Certified Equity Professional)

Industry Keywords

Workplace InvestingExecutive ClientsBenefit PlansClient EngagementFinancial Guidance

About the role

Key responsibilities & impact

Provide financial planning and guidance to Fidelity’s Workplace Investing executive clients
Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients
Serve as a primary financial planning resource for executives with typically $3 million or less in combined workplace and retail assets
Deliver financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients
Incorporate executive benefits and plan provisions into comprehensive financial plans
Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, Executive Services professionals, and Vice President Executive Planning Consultants
Refer executives with higher asset levels or more sophisticated planning needs to appropriate partners
Build and grow a book of business through referrals, seminars, and workplace-sponsored events
Identify and pursue opportunities to gather additional client assets
Demonstrate Fidelity products and services to drive client engagement and conversion
Develop understanding of client companies’ cultures, executive populations, and benefit plans
Help clients understand the financial impact of benefit changes
Meet executives’ immediate and long-term needs through client-centered advice, planning, and guidance

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 integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements
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
Strong practice, territory, and project management skills with effective execution
Ability to travel up to 25% as needed
Must meet applicable regulatory, licensing, and criminal-history eligibility requirements
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Supportive colleagues and tools provided by Fidelity
Opportunity to work with Fidelity’s financial products and services
Professional relationship-building and client guidance environment