Benefits and Planning Consultant

3 weeks ago

salt lake city, United States Fidelity TalentSource LLC Full time


Job Description:

For you, client interactions are more than transactions.\u00A0 They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others.\u00A0 Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer.\u00A0 At Fidelity, we give you the tools so you can excel within this role and beyond.

The\u00A0Expertise\u00A0We re Looking For\u00A0

  • Series 7 & 66 are required 66 may be obtained within a defined period of time from hire
  • 4-year college degree preferred
  • Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged.\u00A0\u00A0Our Tuition Reimbursement program can help you obtain them

The\u00A0Purpose\u00A0of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants.\u00A0\u00A0Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives.\u00A0 Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The\u00A0Skills\u00A0You Bring

  • You can effectively consult with your clients while delivering highly personalized value to executives
  • You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
    • You provide education as well as advice in appropriate situations.
  • Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The\u00A0Value\u00A0You Deliver

  • As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.
  • Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
  • You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant\u00A0
  • You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.\u00A0
  • You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
  • You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work\u00A0Impacts\u00A0the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process.\u00A0 The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.



Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission 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. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to

accommodations@fmr.com.

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