The Executive Planning Consultant (EPC ) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. Serving as a primary financial planning resource, you will support executives who typically have $1 million or less in combined workplace and retail assets. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

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 assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

Excellent written, verbal, and interpersonal communication skills

Exceptional presentation skills in both one-on-one and group settings

Strategic thinking with the ability to influence executive decision-making

Effective practice management and execution skills

Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

Committed to delivering an outstanding customer experience with a passion for seeing others thrive

Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

Coachable, collaborative, and curious are your "go-to" attributes

Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing…