Job Description:

We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives

The Expertise We’re Looking For

Series 7, 63, 65 licenses required

Insurance license to be obtained 6 months into role

A four-year College degree required

Certified Financial Planner (CFP) designation preferred

Obtaining CEP Level 1 within first 12 months in role is strongly encouraged

10 years minimum of experience with face-to-face investment sales and financial planning

Validated sales experience in the Financial Services industry

Experience working with senior-level executives and employee benefit plans

A consistent track record in generating sales and handling relationships with high net worth clients

Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions

Ability to travel up to 50%+

The Purpose of Your Role

You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships.

The Skills You Bring

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

Your excellent written, verbal and interpersonal communication skills

Your ability to think strategically and influence decisions of executives

Extraordinary presentation skills in both one on one and group settings

Effective territory management and execution skills to drive multiple projects

The Value You Deliver

Handling the overall relationship and mentorship needs of an executive

Incorporating the executive’s benefits and plan provisions into the planning process of executive’s assets in order to exceed assigned targets and drive both PI and WI sales

Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews

Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions

Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support

Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions

Identify, execute and follow up on opportunities to gather additional client assets

Demonstrate Fidelity’s products and services to address the needs of the executive in order to drive crossover and convert them into PI customers

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

How Your Work Impacts the Organization

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients, and operates within in Fidelity’s Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Certifications:

Series 07 – FINRA, Series 66 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.