Benefits and Planning Consultant - Northeast

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Benefits & Planning Consultant, client interactions are more than transactions-they are opportunities to build trusted relationships, understand unique financial needs, and make a meaningful impact. Partnering closely with Executive Planning Consultants, you will support executives throughout their financial planning journey, delivering personalized guidance, deepening client relationships, and identifying opportunities for growth. You will also support targeted client engagement initiatives, ensure all client interactions and documentation meet compliance standards, and proactively address complex client needs to deliver an exceptional client experience.The Expertise and Skills You BringSeries 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireBachelor's degree preferredCertified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you acquire them.The ability to effectively collaborate with your clients while delivering highly personalized support to executivesProven knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning and provide education as well as advice in appropriate situations.Demonstrated success in building and deepening relationships with highly compensated executives.Strong attention to detail with a focus on compliance, quality, and accuracy.Experience identifying client needs and recommending solutions to support long-term goals.Proven problem-solving skills with the ability to resolve complex client issues effectively.Ability to support business development and client engagement initiatives.The TeamThe Executive Services team acts as a single point of contact for workplace plan executives. It incorporates their benefit and plan provisions into the planning process. The t