BostonRecruiter Since 2001
the smart solution for Boston jobs

Benefits & Planning Consultant - Remote Regional Center - Northeast/New England Market

Company: Fidelity Investments
Location: Holliston
Posted on: April 10, 2021

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 - FINRA
            Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. 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 Billing, Cost, and Rate Clerk, Field Client Relationship Manager, and Payroll Specialist and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Boston , Benefits & Planning Consultant - Remote Regional Center - Northeast/New England Market, Professions , Holliston, Massachusetts

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Business Analyst
Description: Job DescriptionAppcast is looking for a Business Analyst with a qualitative background who has a strong desire to make an impact on business decisions with data. The successful candidate will be working (more...)
Company: Appcast
Location: Concord
Posted on: 04/17/2021

CDL-A Truck Driver - No Experience Required!
Description: CDL-A STUDENT TRUCK DRIVER JOBS br br COVID-19 RESPONSE br br Recent CDL-A Graduate No Experience Required br br New CDL-A truck driver school
Company: J&R Schugel
Location: East Providence
Posted on: 04/17/2021

CDL A Truck Driver
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: East Providence
Posted on: 04/17/2021


CDL-A Truck Driver (East Providence,RI)
Description: WESTERN EXPRESS NEEDS CDL-A DRIVERS CALL TO TALK TO A RECRUITER TODAY 888- - Western Express is now hiring company truck drivers, trainees, and driver trainers. Whether you're an experienced driver (more...)
Company: Western Express
Location: East Providence
Posted on: 04/17/2021

Satellite TV Installer - Entry Level
Description: DISH supports 135 In-Home Services facilities that deliver service solutions to customers in every zip code, across the entire country. The IHS organization encompasses thousands of talented and dedicated (more...)
Company: DISH
Location: Concord
Posted on: 04/17/2021

Cure Room Technician
Description: Location: 5 Forge Parkway Franklin MA 02038 br Everyone is welcome here. Each of us is unique, and that's what makes us amazing. We believe in inclusiveness and celebrating each person's individuality, (more...)
Company: Neta
Location: East Providence
Posted on: 04/17/2021

CDL-A Flatbed Driving - Flatbed Training Available
Description: HIRING COMPANY FLATBED DRIVERS br br REGIONAL AND OTR POSITIONS AVAILABLE br br EARN MORE IN YOUR FIRST 6 MONTHS WITH US, OR WE'LL GIVE YOU 3,500 br br COTC was built by flatbed drivers (more...)
Company: Central Oregon Truck Company
Location: East Providence
Posted on: 04/17/2021

High Demand For Quality Electricians - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: East Providence
Posted on: 04/17/2021

CDL-A Company Driver - OTR Dry Van - Graduated Training (Concord,NH)
Description: Hiring: CDL-A Drivers for OTR Company Driving Positions. 5000 Sign on Bonus
Company: Big M Diesel Express
Location: Concord
Posted on: 04/17/2021

Grubhub Delivery Driver - Full-time
Description: Job Description Grubhub Delivery PartnerApply to be a delivery partner with Grubhub and work on your own time Grubhub needs delivery partners like you Are you looking for a flexible way to earn extra (more...)
Company: Grubhub
Location: East Providence
Posted on: 04/17/2021

Log In or Create An Account

Get the latest Massachusetts jobs by following @recnetMA on Twitter!

Boston RSS job feeds