Note:

Fidelity will not provide immigration sponsorship for this position.

The RoleThe 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 BringSeries 7 and 66 licenses requiredInsurance license required or ability to obtain within 6 months of hireBachelor's degree or equivalent experience preferredCFP (Certified Financial Planner) designation encouragedCEP (Certified Equity Professional) designation encouragedExperience working with executives and employee benefit plansDemonstrated ability to understand clients' unique financial situations and recommend appropriate solutionsStrong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planningAbility 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 licensesExcellent written, verbal, and interpersonal communication skillsExceptional presentation skills in both one-on-one and group settingsStrategic thinking with the ability to influence executive decision-makingEffective practice management and execution skillsAbility to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assetsCommitted to delivering an outstanding customer experience with a passion for seeing others thriveYour expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planningCoachable, collaborative, and curious are your \