Executive Planning Consultant I

Fidelity Investments

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

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $79,000 - $153,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, particularly for executives, with a strong focus on brokerage, insurance, investment management, and retirement planning. Proven ability to build and maintain relationships with high-net-worth clients while delivering tailored financial solutions.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance LicenseCFP DesignationExpert Knowledge of Financial Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Planning SolutionsInvestment StrategiesEstate PlanningRetirement PlanningClient-Centered AdviceRegulatory ComplianceBrokerage KnowledgeInsurance KnowledgeMoney Management

Soft Skills

Excellent Communication SkillsStrategic ThinkingRelationship BuildingPresentation SkillsCollaborative Attributes

Tools & Technologies

Fidelity Planning Technology

Certifications & Qualifications

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

Industry Keywords

Workplace Benefit PlansExecutive BenefitsClient ExperienceFinancial Well-BeingComplex Regulatory Obligations

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
Serve as a primary financial planning resource for executives with typically $1 million or less in combined workplace and retail assets
Support college planning, savings goals, and early retirement planning
Partner with VP Executive Planning Consultants on executives’ advanced planning needs
Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other executive services associates
Engage new executives and deepen client relationships
Deliver planning and guidance for Fidelity’s Workplace Investing executive clients
Refer executives with higher asset levels or more sophisticated planning needs to Vice President Executive Planning Consultants
Incorporate executive benefits and plan provisions into financial planning
Demonstrate Fidelity products and provide client-centered advice and guidance
Explain how benefit changes could affect executives’ financial well-being
Travel up to 25% as needed

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
Demonstrated 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 executives to investment strategies and identify opportunities to consolidate additional assets
Committed to delivering an outstanding customer experience
Expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning
Coachable, collaborative, and curious attributes
Ability to engage executives through personal interactions and relationship building
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 and tuition reimbursement
Learning resources to develop your career
Bonus or other variable compensation may be included depending on position and eligibility