Benefits & Planning Consultant - Remote Regional Center - Northeast/New England Market
Company: Fidelity Investments
Location: Boston
Posted on: May 16, 2022
Job Description:
Job Description:For you, client interactions are more than
transactions. They are opportunities to deepen relationships,
understand the unique financial needs of your clients, and make an
impact on the lives of others. 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. At
Fidelity, we give you the tools so you can excel within this role
and beyond.The Expertise We're Looking For
- 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. Our Tuition
Reimbursement program can help you obtain them!The Purpose of Your
RoleAs a Benefits & Planning Consultant (formerly ES Relationship
Manager), you will partner with Executive Planning Consultants and
work exclusively with the plan participants. Your 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. Developing a solid
understanding of retail brokerage, workplace sponsored savings
plans, and equity compensation will allow you to provide holistic
value to executives.The Skills You 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 managementThe Value
You 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
- 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.
- 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 resolutionHow Your Work
Impacts the OrganizationThe Executive Services team acts as a
single point of contact for workplace plan executives,
incorporating their benefit and plan provisions into the planning
process. 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:Series 07 - FINRA,
Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany
OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.As a result of COVID-19, many of our associates are
continuing to work remotely. When Fidelity employees eventually
return to the office, our goal is for most people to work flexibly
in a way that balances both personal and business needs with time
onsite and offsite through what we're calling "Dynamic Working." 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. We welcome those with experience in jobs such
as Bookkeeper, Bilingual Customer Service , and Senior Accountant
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Boston , Benefits & Planning Consultant - Remote Regional Center - Northeast/New England Market, Accounting, Auditing , Boston, Massachusetts
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